Guideline Features

Based on 853 Guideline reviews. Allows administrators to design employee retirement plans

Allows plan participants to select contribution amounts and investments 862 reviewers of Guideline have provided feedback on this feature.

As reported in 842 Guideline reviews. Displays employee investment balances for given time periods

As reported in 835 Guideline reviews. Displays what investments an employee has chosen, and what investments are available

As reported in 828 Guideline reviews. Allows employees to view and update their personal information, such as salary, dependents, investment goals, etc.

Plan complies with Internal Revenue Code and is operating according to its terms and the law This feature was mentioned in 794 Guideline reviews.

As reported in 804 Guideline reviews. Has tasks for plan maintenance to remain qualified for tax benefits, such as allocation/distribution reports, tracking participant loans, and independent reviews

Functionality to monitor employee participation and investment peformance 812 reviewers of Guideline have provided feedback on this feature.

Gives access to pre-built and custom reports and dashboards to track 401(k) administration costs, employer contributions, and for compliance purposes This feature was mentioned in 816 Guideline reviews.

Based on 366 Guideline reviews. Converts images into a textual description, identifying key elements.