Guideline

We’re thrilled to sponsor the #IntuitConnect event in Las Vegas on October 28-30. Swing by booth 64 to meet our team and chat about retirement plans! Details of Guideline's client and solicitation relationship with Intuit can be found at https://bit.ly/3h1Dhp1.

Guideline is proud to be a part of Lattiverse, where some of the brightest minds in HR will gather to discuss the future of employee care. 🎉 We’re excited to contribute to the conversation and spotlight how automated, low-cost retirement plans can be a game-changer for both employers and employees 🚀 P.S.: You can attend in-person or virtually! Learn more and register @ https://bit.ly/3zsxkKT

National 401(k) Day is here! 🎉  Today can be a great time to reflect on your retirement goals and focus on planning for your future. We believe that a strong retirement savings strategy starts with education. From how much you should save to choosing an investment portfolio, we compiled a list of commonly asked questions to help you brush up on 401(k) basics: https://bit.ly/3AU3W0u

The proof is in the pudding. We talked to our customers about how offering a Guideline 401(k) has helped their businesses thrive. 🚀 Learn more about how Safe Harbor plans can help your company stay compliant and competitive @ https://bit.ly/3yKta0t Note: Not investment or tax advice.

Safe Harbor is our most popular type of 401(k) for a reason. ✅ Learn more about how these plans can help streamline plan compliance and boost employee engagement over on our blog. https://bit.ly/3YNLosx

The results of the PLANSPONSOR 2024 Recordkeeping Survey are in! 🎉 We're proud of our growth in support of our mission to help everyone arrive at a secure retirement and are grateful to the 50K+ businesses that trust us to do so. Here's how we stacked up: ✅ 2nd: New plans added  ✅ 5th: Single-employer 401(k) plans ✅ 7th: Total employer-sponsored defined contribution plans Our COO Jeff Rosenberger shared insights on our growth and recent milestones with the PLANADVISER team. Read more @  https://bit.ly/3ye4vkK Note: Not investment or tax advice.

We're honored to be named winner of Fast Company's 2024 Innovation by Design Award in the midsize business category.  🎉 We're proud to be recognized alongside visionaries of business and design that are solving some of the world's most important problems. Read more @ https://bit.ly/4c1MUtX Note: This article is not investment advice and investing involves risk.

Thanks to SECURE 2.0, eligible companies can now receive tax credits to help make offering a #retirement plan more affordable. Over on our blog, our COO Jeff Rosenberger outlines a few ways policymakers could sweeten the deal by making retirement plan tax credits bigger and available faster. Read more @ https://bit.ly/4eFo9q6

We are excited to be a part of Lattice’s Excellence Alliance — a coalition of vetted HR solutions designed for people-first businesses. 🎉 We know that navigating the HR tech market can be overwhelming, both in terms of cost and complexity. The Excellence Alliance seeks to simplify and enhance this experience.

ATTN: ACCOUNTANTS! 📣 Join us tomorrow at Insightful Accountant’s App Academy session to learn about Guideline Pro and how to find your niche within the 401(k) market. Register today @ https://hubs.li/Q02D1Q270