Guideline Features

Allows administrators to design employee retirement plans 750 reviewers of Guideline have provided feedback on this feature.

Allows plan participants to select contribution amounts and investments 758 reviewers of Guideline have provided feedback on this feature.

Displays employee investment balances for given time periods This feature was mentioned in 740 Guideline reviews.

Displays what investments an employee has chosen, and what investments are available This feature was mentioned in 732 Guideline reviews.

Allows employees to view and update their personal information, such as salary, dependents, investment goals, etc. 726 reviewers of Guideline have provided feedback on this feature.

Plan complies with Internal Revenue Code and is operating according to its terms and the law This feature was mentioned in 691 Guideline reviews.

Based on 703 Guideline reviews. Has tasks for plan maintenance to remain qualified for tax benefits, such as allocation/distribution reports, tracking participant loans, and independent reviews

Based on 712 Guideline reviews. Functionality to monitor employee participation and investment peformance

Gives access to pre-built and custom reports and dashboards to track 401(k) administration costs, employer contributions, and for compliance purposes This feature was mentioned in 716 Guideline reviews.

Converts images into a textual description, identifying key elements. This feature was mentioned in 275 Guideline reviews.