Guideline is a brand dedicated to revolutionizing 401(k) plans. They strive to make offering a great benefit to businesses easier and more affordable. Guideline offers customizable retirement plans for businesses of all sizes and shapes.

They also provide popular retirement accounts, such as SEP IRAs, for self-employed individuals and small business owners. Additionally, Guideline offers personal IRAs, catering to both first-time savers and experienced investors. What sets Guideline apart is their commitment to transparency, seamless tech integrations, and accessibility and affordability.

They prioritize transparency by being upfront about plan pricing, transaction fees, and payroll integrations. Guideline also ensures a seamless and secure retirement plan experience by integrating their platform with top payroll providers. All their plans feature automatic enrollment and low monthly fees, making it easier for more people to save for retirement and save on fees along the way.

With an executive team led by CEO and Co-founder Kevin Busque, Guideline has grown to over 350 employees and has gathered over $9 billion in retirement investments on their platform. They have received recognition from various entities, including Fast Company, Forbes, and Deloitte LLP, for their innovation and achievements. Guideline operates from four regional hubs across the United States, strategically located to provide better customer support and increased team flexibility.

They have hubs in Austin, TX; Portland, ME; San Diego, CA; and Burlingame, CA. As an SEC-registered investment adviser, Guideline's investment-related content on their website is for general information purposes only and is not intended as individualized investment advice. They emphasize that investments involve risk and are not guaranteed.

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