Guideline

📊 How should you think about your 401(k) when the stock market is a rollercoaster? Recently, the Trump administration has taken several sweeping policy actions — including major tariffs and then a 90 day pause on them — that have sent markets into extreme volatility. How should you think about your retirement savings in a time like these? In this blog post, Guideline COO, Jeff Rosenberger, shares his perspective on the current situation and offers insights on how to approach long-term investing during these uncertain times. Informational purposes only. Not advice. https://lnkd.in/g2dRR6g6 

Did you know that 93% of employees say retirement benefits influence their decision to join a company? The demand for meaningful benefits is higher than ever — and the companies that are leading the charge to provide them may not be who you suspect. Kevin B.’s latest piece for Fast Company shares how small businesses are shaping the future of employee benefits.

Our CEO Kevin B. shares the intentional approach to fees that sets Guideline apart from other 401(k) providers. With an upfront tech investment to build out record keeping, Guideline has been able to avoid hidden fees, aka “hands in the cookie jar” of our participants’ retirement savings. All images and content for informational purposes only. This should not be considered financial, tax, or legal advice.

Attention Denver small business owners! Our friends at Gusto are hosting a free event for Denver small businesses on March 20 that you won’t want to miss. First, you’ll get a chance to attend a variety of hands-on workshops to help scale your business, and then get ready to celebrate the 2025 Gusto Impact Award winners with food, drinks, and swag. Get your tickets here: https://lnkd.in/gkAArMEY

We launched our Starter plan in 2023, the first Starter 401(k) offering to market — and it had a banner first year with more than 3,000 new plans. Many of these plans were started by hourly workers saving for the first time. Here’s a look at how the Starter plan is stacking up against the standard 401(k) so far. Read our full 2024 Year in Review for more: https://lnkd.in/eKfpAFw3 Disclosure: Not Investment or Tax Advice

We’re super excited to share our CEO Kevin Busque’s interview with First Round Capital. In it, he does a deep dive into Guideline’s origin story, including sizing the retirement problem, finding product market fit, and the groundwork that helped the company become synonymous with 401(k). All images and content for informational purposes only. This should not be considered financial, tax, or legal advice.

Vanguard recently announced their largest fee reduction ever, with some funds’ expense ratios dropping by as much as 0.05%. The fee cuts apply to multiple funds in the Guideline managed portfolios and fund lineup — so if you have a retirement plan with Guideline, this may result in meaningful savings in 2025. Learn more on our blog: https://lnkd.in/gMKPgDUR Disclosure: Not investment advice. Investing involves risk.

From AI to new policies, there are several factors that may lead to market volatility in 2025. Here are expert projections and three tips from Guideline COO Jeff Rosenberger to help manage your portfolio through the coming year: https://lnkd.in/gMnZEizr

In keeping with Guideline’s mission of building people-first experiences through tech, we built 7️⃣ completely custom integrations this year. If you’re a customer of one of our integration partners, it’s easier than ever to launch your retirement plan with Guideline. Here are the partners we welcomed in 2024. Read our full 2024 Year in Review for more: https://lnkd.in/eKfpAFw3 Disclosure: Not Investment or Tax Advice

ICYMI, last month our CEO Kevin B. was featured on CNBC’s ‘Closing Bell: Overtime.’ In the segment, he shared how Guideline has grown to manage roughly $17 billion in assets by using technology to take the complexity out of 401(k)s for small businesses and savers and by integrating with strategic payroll partners. Watch the interview clip here: https://lnkd.in/gAGv-dNx For informational purposes only. This should not be considered financial, tax, or legal advice. Contact a financial professional to evaluate what retirement plan is best suited for your situation.