&
Guideline Retirement Promo code
Retirement planning platform
Guideline’s retirement planning software helps you prepare for your retirement or the retirement of your employees. Customizable retirement plans and retirement accounts allow you to save and organize your future retirement with peace of mind.
Redeemed 49 times - Verified discount · June 2026
Guideline Retirement
3.9/5
(23)
Deal details
Share
Save up to $387
3 months free
Eligibility questions
All the applications are manually approved by our Customer Success Team. If you have questions about our application process, please send us an e-mail at applications@joinsecret.com.
Deal details
Share
General information
The public pension is sometimes not enough to acquire an acceptable retirement when the time comes. For this reason, it makes sense to save throughout your working life and plan your retirement in advance. The Guideline platform offers comprehensive retirement planning services for individual savers and company employees. With Guideline, you can take control of your financial future and ensure a comfortable retirement.
For business owners, Guideline offers customized retirement plans for businesses of all sizes and legal forms. Whether you're a small startup or a large corporation, Guideline can tailor a retirement plan that meets your specific needs. Even the self-employed can benefit from these services, ensuring that they are setting aside enough money for their future.
One of the biggest advantages of using Guideline is the automation it provides for pension plan administration. The platform automates tasks such as record keeping, compliance testing, and investment management, saving time and reducing the risk of errors. This simplifies the management of retirement plans and retirement accounts, allowing each executive or employee to save efficiently and peacefully.
But Guideline is not just for employers; it also empowers employees to take charge of their retirement savings. Through a user-friendly dashboard, employees can access their retirement accounts, track the progress of their savings, and even receive personalized recommendations. Guideline even offers educational webinars on investing, ensuring that employees have the knowledge they need to make informed decisions.
Don't let retirement planning become a daunting task. Take advantage of Guideline's comprehensive services and innovative platform to secure your financial future. Visit Secret today to explore exclusive deals on the best SaaS, including Guideline, and start making your business dreams a reality.
Expert review on Guideline Retirement
Are you tired of dealing with endless spreadsheets, or finding yourself buried under mountains of administrative paperwork when trying to manage your retirement plan? 😩 Enter Guideline, the all-in-one solution to simplify things! 🙌
What is Guideline Retirement?
Guideline is a retirement management platform designed to help individuals effectively plan and manage their retirement savings 💼 It provides a comprehensive set of features and tools that enable users to set up and contribute to retirement accounts, track investments, and access personalized retirement planning resources. Guideline streamlines the retirement management process and empowers individuals to make informed decisions about their financial future 🏦💰
Our opinion about Guideline Retirement:
Guideline is a powerful retirement management platform that offers individuals the tools they need to effectively plan and manage their retirement savings 🎯 It caters to a wide range of individuals, from employees at small businesses to self-employed professionals, providing them with a user-friendly interface and robust retirement planning features. Guideline’s automated enrollment, diversified investment options, and personalized advice make it easy for individuals to set realistic retirement goals, track their progress, and make adjustments along the way. By using Guideline, individuals can streamline their retirement planning, optimize their investments, and gain confidence in their financial future 📈💪
Guideline Retirement Pricing:
Guideline offers transparent and competitive pricing plans tailored to meet the needs of different individuals and retirement planning goals. Whether you're starting your retirement savings journey or looking to optimize your existing retirement accounts, Guideline Retirement has pricing options that align with your specific financial needs. Get 3 months free with Secret and save up to $387 for your business! 💸
- More details about Guideline Retirement plansBest Guideline Retirement alternatives:
Top alternatives to Guideline’s retirement management software include Vanguard, Fidelity Investments, Charles Schwab and Betterment. Discover great offers for these types of tools and more on Secret to start saving! 🔍
Customer Success Manager
See more
Pricing
Core
$49
/ month
Recordkeeping
Government filing
Investment management
Plan administration
Flex
$79
/ month
Traditional plan design
Vesting schedules
Same dollar profit sharing
Pro rata profit sharing
Max
$129
/ month
New comparability profit sharing
Dedicated onboarding specialist
Dedicated client relationship manager
3 months free
Eligibility questions
All the applications are manually approved by our Customer Success Team. If you have questions about our application process, please send us an e-mail at applications@joinsecret.com.
Guideline Retirement features
Give your employees a retirement
-
Save on fees
The Guideline platform does everything it can to keep investment fees low. For example, no fees are charged for one-time transactions, portfolio management fees are 10 times lower than the industry average, and annual account fees are 0.08%.
-
Benefit from smart investments
Rest assured, your money is in good hands. The investment portfolios are professionally designed and automatically rebalanced. Investments are optimized for the long term and are broadly diversified to minimize risks.
-
Gain tax advantages
Guideline offers tax-advantaged retirement savings plans like Traditional and Roth IRA. Traditional IRA contributions are tax-deductible which can lower one's taxable income. Guideline also helps business owners lower their taxable income through their company 401(k) plans, and the benefits get passed onto employees.
-
Plan for the future with peace of mind
Whether you’re a business owner who wants to give your employees a roadmap or a self-employed person, Guideline offers comprehensive and tailored services. Each profile can build its retirement plan step by step in a personalized manner.
-
Flexible retirement planning
Guideline provides employees with an easy-to-use platform where they can choose how to invest their retirement funds. They can select between 40 investment funds or create a custom portfolio with their preferred security mix. The investments can also be adjusted over time.
-
Compliance and legal support
Guideline helps businesses remain compliant with IRS regulations by providing support in testing plan limits and performing annual nondiscrimination tests. They also provide support services for audits and other legal necessities. With Guideline, entrepreneurs can save money on legal fees and stay on top of compliance requirements.
-
Connect all your applications
The most popular applications can connect to Guideline including Square, Paycom, Onpay, Quickbooks, Zenefits and Rippling. Employers can easily administer the pension plan in a completely transparent and secure manner.
-
Optimize HR management
Save time and simplify each payroll cycle with Guideline. Contributions are automatically deducted with each paycheck and the employee roster is updated without you having to worry about it, so there’s no need for manual entry.
Guideline Retirement Reviews
-
Michelle Jones
Perfect for Tiny Businesses, Not Suitable for Larger Ones
In summary, I would only suggest Guideline for very small businesses looking to offer a 401(k) to their employees. As the business expands, other 401(k) providers quickly outshine them. This was our initial 401(k) system and it was simple to implement. However, it lacks features and has limited investment options. The customer service is very disappointing, with constant emails being sent and no responses received.
September 10, 2024
-
Grace A
Disappointing Experience with Guideline Retirement
Since my company outgrew Gusto, we've been dealing with numerous problems. We transitioned to a payroll system that could handle more employees and Guideline assured us they could manage changes like employee contributions, new hires, terminations, and employer contributions. However, their slow response time has resulted in us being charged for the earnings our employees would have made if Guideline had made the contributions sooner. As of yesterday, they hadn't even made the employer contributions from the first January payroll. They're asking us to update owner information for compliance testing, but their system doesn't let us add all the owners, leading to failure. I've contacted them via email but I don't anticipate a response for at least a week. We're contemplating legal action to force them to comply. The audit, which wouldn't be necessary if Guideline allowed us to modify our plan document, is going to be a nightmare due to their poor performance. When we were with Gusto, things were fine.
August 31, 2024
-
Rose F
Effortless Ease.
I find the guideline-retirement software simple and easy to manage with great funds and a user-friendly interface for both managers and employees. My only issue is the introduction of user fees a few years ago, after we had already set it up. Despite years of advertising no user charges, they suddenly changed their stance with little warning. Nevertheless, it remains a great low-cost option.
August 26, 2024
-
Bryan Johnson
Outstanding 41k Management Tool
I appreciate the easy view of my investments and portfolio performance with detailed breakdowns of each dividend and investment. However, I find the week-long delay from when money is deducted from my paycheck to when it's invested in my portfolio potentially problematic as it could result in missed gains.
August 19, 2024
Guideline Retirement: Pros and Cons
Pros
-
Software integrations: Numerous integrations make it easy to manage pensions
-
Diversified portfolio: With broad investment options, employees can reduce risk
-
Easy to use: The platform is simple to get started with
Cons
-
Customer service: Some users have had difficulty contacting support
-
For small businesses: The platform is not the best choice for large companies
-
Limited number of investments: Investment options may not be suitable for the most seasoned investors
Why is Guideline Retirement better than other Employee Engagement software?
Guideline Retirement has more features than Patriot Payroll: 62 vs 38
Guideline Retirement has more features than Oleeo: 62 vs 53
Alternatives to Guideline Retirement
Indeed
Used by 524 members
Easily recruit new talent for your company.
€100 credits
Save up to $100
ADP Workforce Now
Streamline HR processes for a more efficient and productive workforce.
Gusto
Used by 379 members
All-in-one HR platform
First month free
Save up to $180
Patriot Payroll
Effortlessly manage payroll
People also like these promo codes
Guideline Retirement is a great tool but Secret offers Coupons and Promo Codes with verified discounts on over 1030+ different SaaS solutions. We regularly offer new deals to help you save money on your online tool subscriptions. Get codes for other software you might want to purchase.
Deal for Freshservice
14 days free
Xoxoday offer
95% off for 1 year
Promo codes for Compass
90% off for 1 year
PayFit promo
1 month free
Empuls free credits
95% off for 1 year
BambooHR coupon code
50% off implementation services
Workleap discount code
10% off monthly or annual plans
DNA FI discounts
50% off premium reports
Promo codes for Trainual
10% off for 1 year
Nova coupon code
3 months free
Start saving on the best SaaS
Secret has already helped tens of thousands of startups save millions on the best SaaS like Microsoft Teams, Google Workspace & many more. Join Secret now to buy software the smart way.
