Guideline

09/26/2023

How old were you when you opened your first 401(k)? ✅ Here’s how Guideline’s savers break down by generation.

And remember, whether you're just starting out or you’re further along in your retirement savings journey, it's never too early or too late to start planning for your future.

09/07/2023

We’re excited to announce that we’ve surpassed $10 billion in managed assets! 🎊 What does this milestone mean? It means that we’ve helped hundreds of thousands of people save for their futures. 💪

We asked real Guideline savers what their dream retirement looks like. From hiking the Appalachian Trail to becoming a pickleball champ, we’re proud to help our community achieve their goals.

09/05/2023

Any successful retirement savings strategy starts with education. 🧠 From how much you should save to choosing an investment portfolio, we compiled a list of commonly asked retirement questions to help you brush up on retirement basics:

From rebalancing your portfolio to retirement tax credits, we tackled 11 of the most commonly answered retirement questions.

09/04/2023

This upcoming Friday is National 401(k) Day. 🌟 Why are we telling you on Labor Day?

National 401(k) Day is celebrated on the Friday after Labor Day as a way to reflect on the journey from labor to leisure. This year, we're celebrating 401(k) Day all week long. 🎉 Over the next 5 days, we'll share retirement tips and some exciting company news. 👀 Stay tuned!

08/31/2023

Research shows that most adults don't feel confident about retirement. However, 401(k) access can help build long-term financial confidence and literacy. ✅ Check out the full report below:

While most adults lack confidence in their current retirement knowledge, research shows that 401(k) access may reverse negative retirement sentiments and help build healthy long-term financial habits.

08/30/2023

With any investment strategy, tax diversification can help you get where you want to go. Do you know the difference between traditional and Roth 401(k) accounts? 👉 Check out our deep dive: https://www.guideline.com/blog/difference-between-traditional-and-roth-401k/

08/28/2023

From construction to teaching, we took a deep dive into the numbers to better understand which industries are more likely to offer workers retirement plans — and who is participating most often in them:

Not every employer offers a retirement plan. That lack of access may make it more difficult for some people to set aside enough money for the future.

03/10/2023

While we understand the recent news about Silicon Valley Bank (SVB) has impacted many businesses, this has no direct impact on Guideline.

Guideline does not hold meaningful assets at SVB. Our clients’ retirement assets are not held at SVB and SVB’s status does not affect our ability to provide retirement services to our customers. You can trust that your money is safe.

For customers who currently bank with SVB or who may have future contributions pulling from SVB, we will work closely with you to manage your account’s transition to your new banking institution.

05/24/2021

What are State-Sponsored IRAs and how do they compare to Private Sector 401(k)s? Join our webinar with Gusto next Thursday at 1 p.m. ET. We’ll compare the two so you can upskill yourself and guide your clients. Register today: https://www.cpaacademy.org/webinars/a0D2S00000pvy4TUAQ

02/24/2021

When it comes to retirement investing, less is often more. Our COO talks about our investment philosophy in today’s financial landscape and why we think fewer investment options can pay off in the long run. https://www.guideline.com/blog/with-retirement-investing-less-is-more/

12/22/2020

As we reflect on our year, we’d like to thank everyone who helped us make the best of 2020. Here’s to what we hope is a brighter 2021: https://lnkd.in/d8QehVB

Guideline 2020 year in review

10/22/2020

We’re excited to team up with Intuit QuickBooks to provide a truly seamless retirement platform. And proud to help the millions of small businesses who run on QuickBooks build a better retirement. Now let’s get to work.

https://www.guideline.com/blog/partnering-with-intuit-on-small-business-retirement/