GuidelineReviews of guideline.com

Excess charges. Painful to use. Caused loads of ability to contribute last year can’t wait Vic to get my million out

Transparency and comprehensive investment information could be better. The reporting is lacking. For instance, getting a report breaking down mutual fund assets in Roth and Traditional IRA is not available. They need a few more comprehensive reports and better tracking. A ledger type report would also be welcome. The fund choices are very good and managing investment allocation is good, but Paychex was better.

Guideline offers incredibly affordable 401(k) plans for small businesses. When a question arises customer support is always prompt and consistent in responding.

I was formerly the 401k Trustee for my company and have interacted regular with guideline. The team are very responsive to any requests and questions.

My employer signed us up with this company. And already they are showing issues. Money has been pending 6 days. Instead of it working for me it’s somewhere in there account collecting interest. EMPLOYERS it starts with you. If you don’t use companies like this, they go out of business. If your employees are not happy that should tell you something. Your employees keep your doors open. Put them first. This place can be shut down doors closed very easily. By not doing business with them.

I am not surprised to read questionable reviews about this company, my own experience has been no better. Firstly, my 401K was transferred to Guideline without my knowledge. I have since initiated a rollover to a different service but a month later my money still has not been released by Guideline. They allege that 3 checks have been sent by mail. Why in this day and age a more secure and trackable method isn't used, I don't know. Their Customer Service Center has given conflicting reasons why checks are not arriving. Their 'high tech' client dashboard isn't linked to customer service, so there is no continuity record to monitor whether calls to the center are actually actioned. My 401K is currently languishing 'somewhere' in the ether and Guideline is not demonstrating any creditable reasoning as to why or when the matter will be resolved. I just want out and anyone with similar doubts or concerns would be advised to do some homework and find an alternative, better options are out there.

Steer FAR FAR AWAY. This company lies to you! For example, they change the percentage for the amount of deductions from 5% to 50% then tell you they cannot help you! They lie and deny they go in and change the amount of deductions. Then you are just out of luck. "Sorry" they say. Really "sorry"? But are you?

Good company to trust for your retirement plan.