Guideline Reviews & Product Details - Page 3

Guideline customer service is one of the best. Very easy to contact right from the begining and even a year later. The implementation process was very efficient. Was very heistant of transfering the 401(K), because of previous company and how difficult they were to work with. Employees are very satisfied with Guideline and how easy it is to navigate their account. Review collected by and hosted on G2.com.

Have been with Guideline for a year and do not have any complaints. Review collected by and hosted on G2.com.

I had initially set up with my large Payroll provider and after some issues looked to find a different lower fee option. Ended up with Quickbooks with Guideline 401K integration and could not be happier. Time is a scarse and the Guidline team has taken very little time at all to set up or administer the plan. That was exactly what I was looking for when introducing the new benefit and it has worked out exceptionally well for me. Review collected by and hosted on G2.com.

No real concerns at this time as all expections have been met Review collected by and hosted on G2.com.

We've been using Guideline for our company's 401(k) administration for about a year now, and it's been a fantastic experience overall. One of the things we appreciate most is how user-friendly the platform is—it’s intuitive and easy to navigate

Another standout feature is the detailed online reporting. We have access to all the data we need in a clear, organized way, which makes tracking contributions and plan details straightforward. The transparency and level of detail make it easy to keep an eye on plan performance and make informed decisions.

Most importantly, there were significant cost savings, both from an administration side, and from the management fee side. Additionally, the implementation process was straightforward and easy to manage.

Overall, Guideline has been an excellent choice for our 401(k) administration. We’d recommend it to any business looking for an easy-to-use, reliable, and well-supported platform for managing retirement plans. Review collected by and hosted on G2.com.

We have been using Guideline for about one year and we have yet to experience any issues, therefore I cannot identify anything that I dislike. Review collected by and hosted on G2.com.

We are a small company and Guideline is perfect for our purposes. They sync with our PEO which makes integration easy and I love the compliance dashboard as it makes it clear if we are at risk of failing any of the measures. They are also really good about sending you updates about new legal requirements and packaging that information in any easy to understand way. Good pricing, would recommend. Support team has been helpful in the limited instances we've needed them. Review collected by and hosted on G2.com.

Not much to complain about, it does the job and has everything we want from a platform for this purpose. Just make sure it syncs to your PEO / HR platform. Review collected by and hosted on G2.com.

Guideline is easy to use, and the support team is amazing—fast and friendly. I've had a great experience with the platform, and since they now have integration with TriNet, the process is much easier and faster since everything is automated. Review collected by and hosted on G2.com.

Honestly, I can’t think of anything. Previously, there was a period when they weren’t integrated with my payroll provider, and it was exhausting having to run the process manually. But that’s been resolved now, and I can’t think of anything negative about Guideline. Review collected by and hosted on G2.com.

Guideline is easy to do. You set it and it works on autopilot. They handle all of the compliance and give you email notices of things that you need to do. Guideline is a great way for the business owner to save for retirement as well as encourage employees to do so as well. It is easy for the employee too as each employee has their own portal to log into and they manage their own accounts. Review collected by and hosted on G2.com.

The investment choices are limited. I really don't have anything that I really don't like about Guideline. It has been a great service for me to do something that I otherwise would have had difficulty doing. Review collected by and hosted on G2.com.

Easy integration with Zenefits and other software packages like Quickbooks. If you are a zenefits use it is a must use. I also like that they have low cost ETF plans for my employees to use. Review collected by and hosted on G2.com.

The compliance can be tricky to understand and complete. If you are a private equity backed LLC there are some tricky pieces that you need to complete to get the compliance accurate. Review collected by and hosted on G2.com.

I've been impressed with Guideline's 401(k) plan. Their interface is uesr-friendly and has exceeded my expectations. I wanted to go with something that takes away the administrative burden from my shoulders and integrating Guideline with our PEO was the most convenient way to do it. Everythingw as automated and I did not have to do anything related to implementation. Review collected by and hosted on G2.com.

Nothing so far. The service has been amazing. Review collected by and hosted on G2.com.

This was a very easy retirement plan to set up for my companies employees and so far has been extremely easy to administer. Review collected by and hosted on G2.com.

I don't like the fact that I have no control over which accounts transactions post to - this is a bad bookkeeping practice and I feel they really need to get this fixed. Review collected by and hosted on G2.com.

I love that guideline integrates with Gusto payroll, making it very simple and easy to both set up and manage. Review collected by and hosted on G2.com.

I haven't seen or experienced any downsides to using guideline. The fees are fixed and predictable as I add team members. Review collected by and hosted on G2.com.