San Mateo, California Founded in 2016

Guideline Inc

The easy, affordable 401(k) for small business
Guideline for Advisors® makes it easy for financial and accounting pros to help their clients offer an affordable retirement plan. We automate all the legwork involved in offering a 401(k) — like payroll integration, plan administration, and compliance testing — so your clients can focus on their business and employees.

  • Basic Info
Regarding 401k administration: Regarding 403b administration: Regarding 457b administration: