As both a founder and client of Guideline, I have been really pleased with how easy establishing our retirement account for our company. It was equally as easy to get started as a client, with simple and straightforward funds and allocations. My rollover was a breeze as wel. I've been pleased with the mobile app as well. Review collected by and hosted on G2.com.

I haven't run into too much here yet. I know Gusto just bought them, so we should see more integration with payroll/hr system... Review collected by and hosted on G2.com.

I love how my employees can set their own contribution levels and customize their investments on their own. The service is so easy to use. Guideline takes care of regulatory compliance, so I can literally "set it and forget it." I love, too, how it integrates with Quickbooks. Contributions are auto-calculated and auto-deducted. Review collected by and hosted on G2.com.

Integration with Quickbooks would be easier if the Roth and Traditional contributions would come through with different names, so we could set up a rule in Quickbooks to auto-categorize them. Under the current setup, we need to run a Quickbooks report and manually categorize them each time we run payroll. Review collected by and hosted on G2.com.

Better claim management with a more streamlined process. It’s very interactive, and the interface is easy to use and navigate. Review collected by and hosted on G2.com.

Wellness needs a little bit of polishing, but otherwise it’s pretty cool. Review collected by and hosted on G2.com.

I really enjoyed how user friendly this is. It makes it easy to get the most out of the 401k begining to end. You are able to view on a sliding scale how much to put in compared to what the maxmimum the company will match. I use it with gusto and they both work well together and I have not encoutered any issues. I have not needed to use support so far. Review collected by and hosted on G2.com.

i have not found any issues so far with guideline. Review collected by and hosted on G2.com.

As a small company, it is difficult to offer a 401K option as you are not large enough for most providers to even look at your account. Without offering a 401K, it is difficult to compete in hiring qualified employees to progress your business. With Guideline, we are able to offer all of our qualifying employees a 401K option without all the normal management and paperwork. We are competitive in our hiring and our employees use the online portal to manage their own risk strategy. Review collected by and hosted on G2.com.

Guideline really is a simple solution for businesses small or large to be able to focus on their core competencies instead of managing and administering a 401K. Review collected by and hosted on G2.com.

It’s incredibly easy to set up, fully automated, and I never have to think about compliance. The investment options are solid, low-cost, and make it easy for employees to get started. Total no-brainer for small businesses. Review collected by and hosted on G2.com.

Honestly, nothing major. It does exactly what I need it to—simple setup, low-cost plans, and no compliance headaches. Hard to complain. Review collected by and hosted on G2.com.

The process was seamless. I was actually very surprised at how easy it was to get set up and to get going. We have a login to see our dashboard and we also receive regular automated emails as things are happening behind the scenes. The system also integrates with our QuickBooks online. Highly recommend it! Review collected by and hosted on G2.com.

I did not encounter any negatives in our setup. Review collected by and hosted on G2.com.

This is my first time saving with a 401K myself as well as assiting ownership with the plan for the company. The Guideline portal is VERY user friendly but when you partner that with the amazing customer support team, you really couldn't ask for a better system to help your employees plan for the future. Review collected by and hosted on G2.com.

Honestly, I have zero complaints or dislikes about Guideline. We've used them since we decided to offer a 401K plan to our employees and it's been smooth sailing ever since. Review collected by and hosted on G2.com.

Super simple set up and easy-to-understand instructions are what set Guideline apart. As a small business owner, I needed a platform that could be set up easily for me as well as easy to use for our emploees. Guideline checked both boxes. Review collected by and hosted on G2.com.

There's not much to dislike at all, honestly. Some of the required forms/disclosures were a bit challenging, but all it took was searching the FAQs and confirming with my accountant that I was doing the right things and we were all set. I'd say the learning curve for some (reading disclosures and requirements) might be a bit off-putting, but I think that's expected with legal terms when it comes to financial products. Review collected by and hosted on G2.com.

Easy to set up, the employees take care of entering in their information, and very little post setup work required Review collected by and hosted on G2.com.

Employees do not have direct access to a certified professional to help them set up funds. Review collected by and hosted on G2.com.