Guideline

Guideline provides workplace 401(k) plans and IRAs in the United States. Having joined Gusto, it now links retirement contributions directly to Gusto payroll, so employers no longer rely on a separate third-party connection between the two.

What Guideline offers

• 401(k) plans — retirement plans for companies, from a first hire to firms with hundreds of staff.
• IRAs — retirement accounts for self-employed people.
• Payroll sync — automatic deductions and contributions for Gusto payroll customers, managed from the Gusto dashboard.
• Self-serve portal — for firms on other payroll providers, a portal to track contributions, see uploaded payroll runs, keep plans compliant and get aggregated 401(k) data; it copes with regular and off-cycle runs.
• Investments — a choice of six guided portfolios or a list of Vanguard funds.

Who it works with

US employers of different sizes and self-employed individuals, whether or not they already run payroll through Gusto.

Key facts

• Based in: United States
• Ownership: part of Gusto
• Investment services: Gusto Investment Services LLC