Kimberly P.
Smooth Process
The representative was very knowledgeable and assisted me in receiving my funds.

Guideline is now part of @Gusto. Together, we have helped 34,000 businesses and their employees save for retirement.As part of the Gusto ecosystem, Guideline offers streamlined retirement solutions designed to simplify plan management, administration, and compliance. Employees receive a user-friendly experience to enroll and manage their financial future. Our mission is to help companies effortlessly offer a powerful retirement benefit their team can truly appreciate.For informational purposes only. Should not be considered investment or tax advice.
Guideline (guideline.com) has 371 customer reviews on Five Star Index, with an average rating of 3.4 out of 5.
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Kimberly P.
The representative was very knowledgeable and assisted me in receiving my funds.
Niki O.
Agents are easy to talk to and easily understandable. They are knowledgeable about bank process and you can trust you're getting the correct answer when placing an inquiry.
HildaGT
These people stole my money Yes I'm sure they are super helpful for signing up and get you to give them your money. But upon trying to access my account they said they can't give me access nor my money as their verification steps include information only my ex has. I explained to them that I am divorced and not on speaking terms with my ex but I can provide my divorce decree that stated that I am granted benefits of my 401k. They said absolutely not. So if a legal document isn't satisfactory to get access to my money I think a lawsuit will be a better option. Stay away !!!
newbie
Good support person.
CWK
Addie the agent, was so kind, so courteous, and so vert helpful. She is a wonderful representative for your company
Naomi M.
Vionna was beyond helpful. The online attempt to w/draw was extremely difficult, even w/ the help section. I’d suggest a survey w/ your phone reps about questions asked. Vionna saved the day!
Julie B.
Good but had I known there was no way to ask for taxes to be taken from my 401k instead of my distribution I would have requested more because now I do not have enough to pay off my loan.
Christopher T.
Great customer service