![]() ![]() In addition to its offering of traditional 401(k) plans, Guideline supports self-employed individuals through Simplified Employee Pension Plan (SEP) IRAs. To date, over 20,000 companies representing hundreds of thousands of participants have entrusted Guideline with managing their retirement plans, totaling more than $4.5 Billion in AUM. Guideline is built on a differentiated and automated tech platform that offers a broad menu of self-service options for both employers and employees, which drives satisfaction among customers. By leveraging fully-integrated technology to eliminate the barriers that often make retirement plans cost prohibitive for many SMBs and by automating processes within the 401(k) lifecycle for clients, Guideline is able to remove complicated and excessive hidden fees and prioritize participant savings. Guideline offers a full suite of support, spanning plan administration and employee onboarding, to compliance testing, government filing and recordkeeping. Guideline plans to use the funds to further scale its offering of full-service 401(k) plans, as well as introduce new retirement plan solution products.įounded in 2015 by CEO, Kevin Busque, CPO, Jeremy Caballero, and CTO, Mike Nelson, Guideline's mission is to help everyone arrive at a safe, secure retirement, whether they are a small business owner, an employee or are self-employed. Existing investors Generation Investment Management, Greyhound Capital, Felicis Ventures, Propel Ventures and others also participated. SAN MATEO, Calif.-( BUSINESS WIRE)- Guideline, a leading provider of easy, affordable retirement plan solutions for small-and-medium-sized businesses (SMBs), today announced it has raised $200M in new funding led by General Atlantic, a leading global growth equity firm.
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