Guideline Features

Allows administrators to design employee retirement plans 548 reviewers of Guideline have provided feedback on this feature.

Allows plan participants to select contribution amounts and investments This feature was mentioned in 556 Guideline reviews.

As reported in 539 Guideline reviews. Displays employee investment balances for given time periods

Displays what investments an employee has chosen, and what investments are available This feature was mentioned in 532 Guideline reviews.

Allows employees to view and update their personal information, such as salary, dependents, investment goals, etc. 526 reviewers of Guideline have provided feedback on this feature.

Plan complies with Internal Revenue Code and is operating according to its terms and the law 493 reviewers of Guideline have provided feedback on this feature.

Has tasks for plan maintenance to remain qualified for tax benefits, such as allocation/distribution reports, tracking participant loans, and independent reviews 506 reviewers of Guideline have provided feedback on this feature.

As reported in 515 Guideline reviews. Functionality to monitor employee participation and investment peformance

As reported in 520 Guideline reviews. Gives access to pre-built and custom reports and dashboards to track 401(k) administration costs, employer contributions, and for compliance purposes