Guideline Retirement
3 months free
Save up to $387
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About Guideline Retirement
The public pension is sometimes not enough to acquire an acceptable retirement when the time comes. For this reason, it makes sense to save throughout your working life and plan your retirement in advance. The Guideline platform offers comprehensive retirement planning services for individual savers and company employees. With Guideline, you can take control of your financial future and ensure a comfortable retirement.
For business owners, Guideline offers customized retirement plans for businesses of all sizes and legal forms. Whether you're a small startup or a large corporation, Guideline can tailor a retirement plan that meets your specific needs. Even the self-employed can benefit from these services, ensuring that they are setting aside enough money for their future.
One of the biggest advantages of using Guideline is the automation it provides for pension plan administration. The platform automates tasks such as record keeping, compliance testing, and investment management, saving time and reducing the risk of errors. This simplifies the management of retirement plans and retirement accounts, allowing each executive or employee to save efficiently and peacefully.
But Guideline is not just for employers; it also empowers employees to take charge of their retirement savings. Through a user-friendly dashboard, employees can access their retirement accounts, track the progress of their savings, and even receive personalized recommendations. Guideline even offers educational webinars on investing, ensuring that employees have the knowledge they need to make informed decisions.
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Eligibility
- New customers only
Features
Save on fees
The Guideline platform does everything it can to keep investment fees low. For example, no fees are charged for one-time transactions, portfolio management fees are 10 times lower than the industry average, and annual account fees are 0.08%.
Benefit from smart investments
Rest assured, your money is in good hands. The investment portfolios are professionally designed and automatically rebalanced. Investments are optimized for the long term and are broadly diversified to minimize risks.
Gain tax advantages
Guideline offers tax-advantaged retirement savings plans like Traditional and Roth IRA. Traditional IRA contributions are tax-deductible which can lower one's taxable income. Guideline also helps business owners lower their taxable income through their company 401(k) plans, and the benefits get passed onto employees.
Plan for the future with peace of mind
Whether you’re a business owner who wants to give your employees a roadmap or a self-employed person, Guideline offers comprehensive and tailored services. Each profile can build its retirement plan step by step in a personalized manner.
Flexible retirement planning
Guideline provides employees with an easy-to-use platform where they can choose how to invest their retirement funds. They can select between 40 investment funds or create a custom portfolio with their preferred security mix. The investments can also be adjusted over time.
Compliance and legal support
Guideline helps businesses remain compliant with IRS regulations by providing support in testing plan limits and performing annual nondiscrimination tests. They also provide support services for audits and other legal necessities. With Guideline, entrepreneurs can save money on legal fees and stay on top of compliance requirements.
Connect all your applications
The most popular applications can connect to Guideline including Square, Paycom, Onpay, Quickbooks, Zenefits and Rippling. Employers can easily administer the pension plan in a completely transparent and secure manner.
Optimize HR management
Save time and simplify each payroll cycle with Guideline. Contributions are automatically deducted with each paycheck and the employee roster is updated without you having to worry about it, so there’s no need for manual entry.
Typical Pricing
- Core$49// month
- Max$129// month
- Flex$79// month
