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Recordkeeper Profile
San Mateo, California
www.guideline.com
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
Years of experience administering retirement plans:
Number of employees dedicated to DC market:
Total employer sponsored retirement plan assets under administration:
Regarding
401k
administration:
401k Total Plans
401k Total Assets
401k Participants
Regarding
403b
administration:
403b Total Plans
403b Total Assets
403b Participants
Regarding
457b
administration:
457b Total Plans
457b Total Assets
457b Participants
Financial Rating:
Philanthorpy