Guideline

🎉 Happy National 401(k) Day! Today we celebrate 65,000+ customers and over 1 million savers who have relied on Guideline to manage over $20 billion in retirement savings.* *All statistics as of July, 2025. 1 Million Savers: Total number of Savers, both active and non-active, that have participated in Guideline products from 2016-2025

Behind every milestone is a story. In this conversation, Guideline Co-founder & CEO Kevin B. and Gusto Co-founder & CEO Josh Reeves talk about the journey that brought us here: the challenges small businesses have faced with payroll and retirement, why our missions have always been aligned, and how coming together will help us serve even more businesses in the years ahead. At its core, this partnership is about leveling the playing field for small businesses and helping to create a clearer path to financial security for their employees. Hear directly from Kevin and Josh in the full conversation: https://lnkd.in/eQrBHDRk For informational purposes only. This should not be considered financial, tax, or legal advice.

Big news: Guideline has entered an agreement to be acquired by Gusto. For 10 years, our mission has been to help everyone arrive at a secure retirement, making saving simple, affordable, and accessible for more than 1M savers and nearly 65,000 businesses. Now, with Gusto, we’re ready to take that mission even further. Learn more from Guideline CEO Kevin B.: https://lnkd.in/eqVjhdMY

🧭 Navigating 401(k) compliance can be a real headache, but it doesn't have to be. A Safe Harbor 401(k) offers a smart solution, eliminating most nondiscrimination testing and freeing up your time to focus on growth. Check out our comprehensive 2025 guide, which breaks down everything you need to know — from contribution requirements to important deadlines. Read it here: https://lnkd.in/e5VRnizg For informational purposes only. Not financial, tax, or legal advice.

Thinking about offering a 401(k) but worried about the administrative hassle? Good news! A Safe Harbor 401(k) can make admin way easier by automatically satisfying most nondiscrimination testing. That could mean: ✅ Easier compliance testing ✅ Less admin work ✅ Satisfies state retirement mandates Learn how your business can benefit while you help your team save for retirement. https://lnkd.in/eirb2Mj9 For informational purposes only. Not financial, tax, or legal advice.

Chicago HR, IT, and Finance leaders, mark your calendars! Guideline is joining Rippling on the Road for a dynamic live event on July 22-23. This invite features industry insights, 1:1 product training, and community building. Register and use code “partner2025” https://lnkd.in/eeqxVg84

Our webinar on state retirement mandates is this week! Whether your state already has a requirement or they’re preparing to soon, we’ll help you understand what to do next. We'll cover what the latest laws mean, how to choose the right plan for your business, and how Guideline can help you stay compliant with confidence. Can’t attend live? Register anyway and we’ll send the recording. https://lnkd.in/ecRPGEyN

Guideline is joining Rippling on the Road this summer to bring HR, IT, and finance leaders together. First stop—Austin! Join us July 15-16 to experience high-energy live events full of industry insights, 1:1 product training, and community building. 🎉 Sign up and use code “partner2025” https://lnkd.in/ehPHakSf

More than 30 states have proposed mandates that would require small businesses to offer a retirement plan, and 10 states already have active state-sponsored retirement plans. Although these are meant to help everyone save for retirement, rushed rollouts and poor communication are setting small businesses up to fail. Check out Kevin B.'s latest article for Fast Company where he breaks down how this well-intentioned legislation is backfiring and what needs to change. https://lnkd.in/dcGueB8r For informational purposes only. This should not be considered financial, tax, or legal advice.

🎉 The results of PLANSPONSOR's 2025 Recordkeeping Survey are in! Here's how we ranked: ✅2nd: Record keeping plans added in 2024 ✅4th: Single employer 401(k) brands ✅5th: Total employer-sponsored plans Read more: https://lnkd.in/eUeiuUnH Not investment or tax advice. Disclosure: Ranked 4th for Single-Employer 401(k) Plans per the 2025 PLANSPONSOR Recordkeeping Survey  Disclosure: Ranked 5th for Total Employer-Sponsored DC Plans per the 2025 PLANSPONSOR Recordkeeping Survey  Disclosure: Ranked 2nd for DC Recordkeeping Plans Added per the 2025 PLANSPONSOR Recordkeeping Survey