Guideline Reviews 352

McKenzie was extremely helpful and I will probably remember her until I die. I am having issues with a 401k rollover and she did everything she could to make the process as easy as possible for me. Thank you McKenzie

Responsive, efficient, and very kind assistance!

The purpose of Guideline is to make it easy for a Small Business to be compliant in order to provide a 401k option to their employees and themselves. However they do not proactively email you about compliance concerns, only post-fact "tasks", putting busy small business owners in the position to fail compliance when they could have made adjustments had Guideline had set up a simple, and arguably dutiful, system to alert users in advance changes need to be made to contributions percentages.

Because of the failure to provide this obvious and core reporting service, that they are easily technically able to provide, I have been put in the position of losing thousands of dollars.

Their support staff is rude and unconcerned. I would strongly recommend not bothering to offer a 401k with Guideline to save you from being put in a similar position. Perhaps there are other companies that can perform such basic services as proactive communication to use instead. Per conversation with a supervisor, Guideline knows they should provide this feature but opts not to, out of a fake concern of liability. There is no liability to proactively communicate possible compliance issues. Strongly suggest using a different service/provider.

If you are looking for a firm to hold a 401k they can do that but that is about all they can do. Trying to get a detailed transaction report is a joke. Their responsiveness to investors is a joke. Their ability to timely process contributions is a joke. They have an extremely limited amount of funds to invest in. I am both an employer and an employee and this is the worst platform to carry 401k accounts. Based upon my interactions with their staff, they do not have financial professionals but simply Customer Support personnel. Stay away, Stay Far Far Away.

Tori was very helpful, and explained everything

Paul was very helpful and patient with my issue. And he was able to resolve it and get me to do all my diligence online fast and easy thank you so much Paul have a wonderful day great service I appreciate the outstanding customer service provided.

I dislike the fact that you guys had a merger and are making it very difficult for returning customers to log into their accounts and not explaining that the system's all screwed up now and former customers of the previous company can't log in now without jumping through hoops.

The board of directors and executives existing and new members should all be penalized for this.

Representative was very knowledgeable and helpful.

Melissa was the first person who listened reacted and helped me an ongoing issue. I would hire her tomorrow!

Helpful and friendly

The lady was very kind and helpful and very patient and very nice I am 67 years old and not to good on smartphones she walked me through all the steps

Expert. Patient. Went above and beyond

Representative was extremely helpful

The agent I talked to was super sweet and extremely helpful. While I was in a complicated situation she ensured me she would follow up and took my questions seriously. Thank you!

Great customer service experience. Knowledgeable rep, good communication, got things done.

The representative was fantastic and went above and beyond to help me. She was knowledgeable, easy to communicate with, and very patient. She deserves more than 5 stars!!!!
- Eric S Dennin

My own HR was unhelpful in multiple attempts to access my 401K after googling and finding the support line Guideline got me squared away in minutes and addressed my concerns with understanding. Thank you!

Very helpful and friendly customer service. Been using gusto/guideline for years and have been very happy with it.

The call was answered quite quickly. The person who helped me was on top of her game! Professional, courteous and attentive.