Guideline Stock

Founded with the mission to streamline retirement savings for businesses and individuals, Guideline offers comprehensive 401(k) and IRA plans. Catering to over 50,000 businesses and managing more than $13 billion in assets, Guideline integrates with leading payroll providers to facilitate effortless plan setup and administration. Their offerings include customizable traditional 401(k) plans, Safe Harbor 401(k), SEP IRAs, and individual retirement accounts such as Traditional and Roth IRAs. Guideline emphasizes affordability, charging no transaction fees for common activities like rollovers and distributions, and maintains low-cost managed portfolios. Their user-friendly platform features intuitive dashboards, intelligent investing with automatic rebalancing, and a mobile app for on-the-go account management. Employees can easily manage their contributions and investments, ensuring they stay on track with their retirement goals. Founded by an experienced team of financial and technology experts, Guideline leverages advanced technology to deliver a secure and efficient retirement planning experience. The company is recognized for its transparent fee structure and dedication to customer satisfaction, providing extensive support through knowledgeable specialists. With a commitment to making retirement accessible and straightforward, Guideline continues to innovate in the fintech space, helping businesses and individuals secure their financial futures.