Guideline

Guideline, Inc. is a technology company that specializes in automating retirement plan administration and compliance for businesses. Founded in 2015 and based in San Mateo, California, with an additional office in Portland, Maine, Guideline offers an online platform for 401(k) planning that integrates a participant's entire financial ecosystem. The company's services include plan design and setup, participant enrollment and education, administration and recordkeeping, compliance and reporting, as well as investment management. Guideline distinguishes itself by providing a straightforward pricing model based on a flat fee per participant, rather than the traditional asset-based fee structure. This comprehensive approach aims to simplify the retirement planning process for growing businesses and enhance employees' ability to optimize their retirement savings.