Item: Guideline
Rating: 10
Author: Verified User

Overall Satisfaction with Guideline

Use Cases and Deployment Scope

Guideline is administrating our company 401k plans. It's a fully automated system, connected to our payroll provider and allows my team to invest in their retirement, and allows my executive team to focus on other things besides plan administration. We're in an excellent position of "let it ride" where Guideline handles automated withdrawls, corporate matching, plan selection for our entire team.

Pros and Cons

Pros

Plan administration
automated benefits
employee guidance

Cons

employee knowledge

Most Important Features

Autmation
Safe harbor admin
Employee advice

Return on Investment

Simple benefit admin for employees

Key Insights

Do you think Guideline delivers good value for the price?

Yes

Are you happy with Guideline's feature set?

Yes

Did Guideline live up to sales and marketing promises?

Yes

Did implementation of Guideline go as expected?

Yes

Would you buy Guideline again?

Yes

Other Software Used

Gusto

Likelihood to Recommend

So far, guideline had done just about everything perfectly. Plan setup was simple and quick, and the initial onboarding process was outstanding. In the rare instance we have needed some form of support, it has been quick and simple as well. Its generally obvious that the first tier of support has not been particularly well trained on the platform, however, despite this small hinderance they have been able to adequately address our requests.

Comments

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Guideline is a simple and effective benefit solution