Guideline Reviews & Product Details

Guideline 401(k) makes retirement planning simple and stress-free for business owners. The platform is easy to use, with automated features that handle contributions and compliance effortlessly. Its transparent pricing and low fees make it an affordable choice without hidden costs. Overall, Guideline provides a hassle-free solution that saves time while offering great value. Review collected by and hosted on G2.com.

I have not run into any issues with Guideline after almost 5 years of use. Review collected by and hosted on G2.com.

I'm an independent accountant and was introduced to Guideline via my favorite payroll provider; Gusto. I currently have 6 of my clients with Guideline (with more to come soon), and the experience has indeed exceeded my expectations. Having worked with "legacy" 401K plan providers for 25 years I have found working with Guideline to be a huge step forward. The implementation is super intuitive and smooth, with all activities taking place in their portal. The seamless integration with Gusto is a huge plus. I find the various plan testing and reporting to be more streamlined than other companies I have worked with. The few times where I have had to contact Guideline support I have been very pleased with the level of knowledge and speed of service. Review collected by and hosted on G2.com.

None that I can think of, I honestly only have had positive experiences :) Review collected by and hosted on G2.com.

I’ve been using Guideline for our company’s 401k plan for several months now, and I’m really impressed with how easy it has been to manage. The platform is incredibly user-friendly, and setting up accounts for employees was seamless. The integration with payroll is smooth, which saves a ton of time.

One of the standout features is their customer support. Whenever I’ve had a question or needed assistance, the response time has been quick and helpful. They really take the time to explain things and make sure I understand all aspects of the platform.

The fees are transparent and affordable, especially compared to other providers I’ve used in the past. It’s great knowing we’re getting quality service without hidden costs. Employees have also commented on how easy it is to navigate their individual accounts, which is a huge win for us. Review collected by and hosted on G2.com.

Overall, Gusto offers a lot of great features, but there are a few things I’ve found a bit frustrating. First off, the pricing can be a bit steep, especially for smaller businesses. While the platform provides a lot of value, I sometimes wonder if it’s the best fit for a company with only a few employees or simpler payroll needs. Review collected by and hosted on G2.com.

I recently started using Guideline for 401k plans, and I couldn't be happier with the experience. The setup process is quick and straightforward, making it an excellent choice for businesses. Integration with Gusto is seamless, which is a huge plus since it streamlines the entire payroll and benefits administration process.

I've been using Guideline for my own retirement plan, and I've also recommended it to several clients. They all appreciate how simple it is to establish a 401k without the typical headaches often associated with such services. The user-friendly interface and clear guidance throughout the setup make it accessible for everyone, regardless of their financial expertise.

Overall, Guideline is a fantastic tool for anyone looking to set up a 401k plan hassle-free. Highly recommend it! Review collected by and hosted on G2.com.

I have been using Guideline for seven months and have not encountered any issues or dislikes. Review collected by and hosted on G2.com.

This software made it incredibly easy to connect with my payroll, and the entire process is seamless and automated. Customer service has been responsive and helpful, though I rarely need to reach out since everything runs smoothly on its own. I appreciate that the system handles compliance checks for me and sends email reminders if there’s anything that needs attention. The dashboard is user-friendly and clearly highlights any issues. Integration with payroll was straightforward, and I had no trouble getting accustomed to the software. I don’t need to log in often, as it automatically manages everything and emails me if something requires my input. Implmentation was not needed as the company inhereted the software when we aquired the company but I think it would be easy enough to set up based on when I had to re-link it to a new payroll system. Review collected by and hosted on G2.com.

Reports on there. I would love to have more report options. Would also be nice if when vieing the dashboard on a larger screen I would not need to scroll to the right to see all the coloumns but it would just auto adjust to the right size on the screen. Review collected by and hosted on G2.com.

I loved the support that I received with my onboarding. I switched my company's 401k from a provider that was very hands-off, and Guideline helped me with the process and made sure everything was correct. After setting up my new 401k plan, it was very easy for my employees to self-enroll. I like the option to pick how aggressively I want my plan. Review collected by and hosted on G2.com.

There is no downsides. I did what I could do a safe harbor plan at first, but it was out of the company's hands, and it is a governmental issue. I have not had a problem since with Guideline. 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.

Setting Guideline up was a breeze. Kat Maglia was our account representative I worked with to get things going and she was phenomenal. I love that our team doesn't need to be experts on 401Ks because our employees are able to reach out to Guideline support directly. The dashboards are great and make it easy to get a visual. Review collected by and hosted on G2.com.

We have not experienced any downfalls as of now. We are 6 months in. Review collected by and hosted on G2.com.

The implementation process was seamless. I really like how the product integrates with our HRIS, Rippling. Guideline provides a good number of fund options for eligible participants to choose from. Participants can access the app to make fund allocation changes and change their investment allocation percentage. Overall, I have been very pleased with Guideline and I would recommend it to other companies that are looking for a strong 401k plan service provider. Review collected by and hosted on G2.com.

My experience with Guideline has been a positive one. Review collected by and hosted on G2.com.

As a small business owner, Guideline has been very easy to use and implement. Before signing up for Guideline, I had the opportunity to have a virtual meeting with a representative who was very helpful in answering my questions about different options for retirement benefits that I can offer my employees so I was able to pick a retirement plan confidently. I've reached out to their customer support since then and have gotten quick responses. It also works seemlessly with Gusto. Definitely recommend Guideline. Review collected by and hosted on G2.com.

I have not found anything I dislike so far. Review collected by and hosted on G2.com.