Guideline is integrated directly with QuickBooks Online Payroll. For businesses that use QuickBooks Online Payroll, the integration transfers data from QuickBooks Online Payroll to Guideline, making 401(k) contributions automatic, eliminating the need to manage employee enrollment and send payroll contribution reports every pay period. The integration relieves businesses of the administrative 401(k) burden, allowing them to spend time focusing on what’s most important: their business and its employees. Schedule a call with a specialist here.
Guideline is an affordable, all-inclusive 401(k) plan. Guideline’s software automates the heavy lifting involved in offering a 401(k)—including plan administration, recordkeeping, compliance testing, reporting and disclosures, and investment management—at no extra cost. Guideline doesn’t charge participants any fees on investments, regardless of the value of their account balance. For employers, Guideline charges a $8 flat-rate monthly fee per participant, in contrast to an asset-based fee model. Guideline offers traditional and Roth accounts, as well as compliance-friendly Safe Harbor plans, employer matching, vesting, and profit sharing.
Affordable pricing. No hidden fees. Guideline makes pricing simple and transparent.
|Core||$8/participant per month||1||An $8 flat-rate monthly fee per participant includes plan administration, recordkeeping, compliance testing, reporting and disclosures, and investment management. $500 setup fee; $40 minimum. Zero participant investment fees. Guideline.com/pricing|
Guideline’s retirement specialists are standing by to answer any questions you may have about 401(k)s. You can schedule a free call with a specialist today here<. Existing clients also enjoy robust customer service. Whether it’s a quick question about plan contributions or how to execute a plan rollover, clients can get in touch with the Guideline support team at firstname.lastname@example.org and (888) 228-3491, from 6am-5pm PST, Monday - Friday.