Full-Time
Posted on 6/6/2024
Affordable 401(k) and IRA retirement plans
$111.5k - $140kAnnually
Senior
Washington, USA + 9 more
More locations: California, USA | Texas, USA | Florida, USA | Colorado, USA | New York, NY, USA | Maryland, USA | Maine, USA | Massachusetts, USA | North Carolina, USA
Employment open to residents of CA, CO, FL, MA, MD, ME, NC, NY, TX, and WA.
Guideline provides affordable and customizable 401(k) retirement plans and Individual Retirement Accounts (IRAs) for businesses of all sizes, particularly targeting small to medium-sized enterprises and specific sectors like dental practices. Their service includes end-to-end management of retirement plans, featuring automatic enrollment, low monthly fees, and compliance testing. As a 3(38) fiduciary, Guideline manages investment options to prioritize employees' best interests. They operate on a subscription-based model, allowing businesses to access essential retirement plan services at a low cost, with options for customization through additional features like profit sharing and matching. Guideline Pro is a platform designed for financial professionals, offering tools to help clients manage retirement plans effectively. The company's goal is to make retirement savings more accessible and affordable, enabling more individuals to prepare for their future.
Company Stage
Series E
Total Funding
$339M
Headquarters
San Mateo, California
Founded
2015
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Flexible vacation policy
Company equity
401(k) with matching contributions
100% paid employee insurance coverage
Annual learning & development stipend
Parental leave
Sabbatical after 5 years of employment