Guideline

Guideline is for small businesses that want to offer a workplace 401(k) and manage plan administration, employee enrollment, and retirement contributions. Employers can manage employee rosters, review plan activity and reports, and coordinate contributions with payroll. Supported payroll connections can sync employee and payroll information; businesses using a self-service plan may need to upload payroll reports and maintain contribution details themselves. Employees can use the account to enroll in their workplace plan, choose or change contribution rates, select an investment portfolio, and check account balances and activity. Investment choices include guided portfolios and options to build a custom portfolio. Guideline also provides retirement account access for individual IRA savers.

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