At Guideline, we’re helping people save for a better future. Guideline is the only 401(k) provider that doesn’t make money off participant savings. We only charge a low fee per participant to the Employers, in contrast to the asset-based fee model predominant in the industry, which eat away at participant savings.
By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what’s unfortunately become the retirement industry status quo — legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.
Founded by serial successful entrepreneurs.
4X'd our business for multiple years in a row.
Generating real revenue.
Managing the ebb and flow of hundreds of millions of dollars. Scaling data stores and designing schemas to enable long-term and timely access. Integrating with many payroll partners, financial partners, and the IRS. Designing and managing internal tools and in-product workflows. Taking a complex and confusing subject matter (401k) and making it simple for our end users.
[backend heavy] Provide improved visibility into the breakdown of ACH activity to plan administrators. Expand existing ach activity reports to show the breakdown and reasons for off-cycle ACH activity.
[backend heavy] Create a contribution limit calculator that aligns with IRS requirements. Calculations should be relative to the IRS limits and defintions for the relevant calendar year.
[backend heavy] Track changes of all major resources in the system and provide an audit trail of all record changes, who or what caused the changes, etc.
[backend heavy] Create an extensible authorization utility that wraps all our internal tooling and can be reported to our compliance team.
[mix] Create an interactive TODO framework that allows specific or generic
tasksto be managed by plan administrators. Tasks should auto-close when they are no longer relevant (data changes auto-close related tasks).
[frontend heavy] Create a flow for onboarding conversion 401k plans (think turbotax flows). The flow must take in conversion details of the existing plan, report to our API, and present compatability with Guideline.
Hi-performance, no BS. Don't come here for the Silicon Valley nonscense, you won't find it.
Unlimited Vacation, 10 day away mandatory policy for data access users
Class A office space
twice a year, company retreats/outings. This year we took the entire company to Cabo.
100% for employee, 60% for dependants
The best in the business.
12 weeks, full coverage.
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