Guideline
By Guideline
401(k) Software
Onetime(Perpetual License)
About
Guideline is the easy, affordable way to invest in your financial future. Our retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. This gives small business owners and their employees the confidence to say yes to today and tomorrow.
Screenshots
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Pricing
Core
USD49/Month
- Payroll integration with Gusto
- QuickBooks Online
- and 15+ other providers.
- Automated recordkeeping
- plan admin
- and employee onboarding.
- We serve as your 3(38) and 3(16) fiduciary and handle certain IRS and DOL reporting and filings.
- Payroll integration with Gusto
- QuickBooks Online
- and 15+ other providers.
- Automated recordkeeping
- plan admin
- and employee onboarding.
- We serve as your 3(38) and 3(16) fiduciary and handle certain IRS and DOL reporting and filings.
Flex
USD79/Month
- All features in core plan plus
- Flexibility to open a Safe Harbor 401(k) plan or traditional 401(k) plan
- Add features like profit sharing and vesting schedules
- We conduct additional IRS nondiscrimination testing for traditional plans
- All features in core plan plus
- Flexibility to open a Safe Harbor 401(k) plan or traditional 401(k) plan
- Add features like profit sharing and vesting schedules
- We conduct additional IRS nondiscrimination testing for traditional plans
Max
USD129/Month
- All features from flex plus
- Custom features like new comparability profit sharing
- Dedicated onboarding specialist and Client Relationship Manager
- Support for controlled group plans
- All features from flex plus
- Custom features like new comparability profit sharing
- Dedicated onboarding specialist and Client Relationship Manager
- Support for controlled group plans
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Frequently Asked Questions
How much does Guideline cost?
▼
Guideline offers 3 pricing plan(s):
- Core — USD49.00 /Month
- Flex — USD79.00 /Month
- Max — USD129.00 /Month
Does Guideline offer a free trial?
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Guideline does not currently offer a free trial.
What support does Guideline provide?
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Guideline provides Online (Ticket),Business Hours support.
Is Guideline cloud-based or on-premise?
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Guideline is Cloud Hosted software.
What training resources does Guideline offer?
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Guideline provides Help Guides,Video Guides,Blogs for training.
