Trusted by over 50,000 businesses,¹ Guideline is the low-cost, modern retirement plan you and your team will love. Give your employees a premium 401(k) experience with lower fees,² an award-winning mobile app,³ and live customer support. Unlike other providers, every Guideline plan includes what you need for end-to-end 401(k) management.⁴

Special end of year offers⁵: 

• New customers: $0 base fees for one year for 3 months when you sign up by Dec 31, 2024.

• Switching from another provider: $0 employer fees for one year, plus 0% AUM on all transferred assets when you sign up by Dec 31, 2024.

¹ As of May, 2024
² This information is provided for illustrative purposes only and not intended to be taken as investment or tax advice. Consult a qualified tax and financial advisor to determine the appropriate investment strategy for you. Expense ratios for custom portfolios will vary. These expense ratios are subject to change by and paid to the fund(s). View full fund lineup.
³ 2024 Fast Company Innovation by Design Award Winner in the Mid-Size business category.

⁴ Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.

⁵ Fees included in the new customer promotion are Guideline's monthly base fee. For switchers, it includes monthly base fee, the monthly active participant fee and annual account fee on assets under management transferred. Offer ends 12/31/24. Cannot be combined with other offers. We can modify or discontinue this promotion at any time without prior notice. Terms & Conditions apply. Please contact Sales at [email protected] for further details.