GuidelineReviews of guideline.com

Super easy website, spoke to a customer service rep, very friendly and informative. Gave me all the information I needed to make an informed decision.

Very courteous, professional, intelligent and patient.

No one is a fan of calling a customer service representative for assistance these days. Although Guideline makes it very easy to find information on the website or email, sometimes you have an urgent need. To be honest I didn’t wait that long on hold and the representative was friendly and knowledgeable and solved my issue immediately. it’s wonderful to talk to a real life human being when you have the opportunity.

I was on hold for 20 minutes which was excessive BUT the rep that answered was professional, well spoken, took care of my request above and beyond. Walked me through where to find what I needed online and uploaded my requested documents for me to download in less than a half hour from the time of my request. Yes, I was on hold for a long time but I don’t mind to hold when I receive that quality of service.

I needed to reset my 2FA, and the agent was thorough, polite, and very clear. He helped me regain access to my account in under 5 minutes.

Great onboarding experience! The platform is easy to use and for employees to adapt to.

Guideline helped me establish a 401K through my Company and made the process easy and smooth. I am not very knowledgeable and they took the time to educate me on the best investment for retirement that would meet the needs of my business.

Easy to understand and to set up.