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  • Feedback on Guideline 401k - Bogleheads. org
    Feedback on Guideline 401k by mdds » Mon Oct 09, 2017 12:11 pm Hi everyone, I am a partner in a small business which will have ~20 participants and am considering Guideline 401k and Employee Fiduciary for new 401k for 2018 The main points seem to be the following: Guideline: $500 setup fee $8 participant month (would be $1920 year for 20
  • Guideline 401k Questions - Bogleheads. org
    Guideline 401k Questions by brocker » Sun Apr 07, 2024 1:10 pm I have very recently learned that Quickbooks (Intuit) is now offering a 401k They are partnered with Guideline, which I had not heard of before According to their website: "Guideline's managed portfolios have blended expense ratios ranging from 0 064% to 0 067% of assets under
  • guideline. com for small business 401K? - Bogleheads. org
    Guideline 401k by fpricke1 » Wed Nov 09, 2016 2:59 pm We are a small business (14 employees) that started January 2016 and are trying to implement a 401k for start of 2017 We decided to go with Betterment for Business due to the low fees combined with the general robo investing advice available
  • Guideline 401k adds 0. 08% aum fee [now 0. 15%-0. 35%]
    Re: Guideline 401k adds 0 08% aum fee by JBTX » Tue May 11, 2021 11:37 pm So they are moving it from employers who get a tax deduction to employees who don’t
  • Low Cost Small business 401k: 401Go vs Guideline vs (Employee Fiduciary)
    Re: Low Cost Small business 401k: 401Go vs Guideline vs (Employee Fiduciary) by CascadiaSoonish » Wed Sep 29, 2021 5:09 pm We have Guideline for our small business This past year they took an inordinate amount of time to release the profit sharing contribution mechanism, and they raised their rates significantly on very short notice
  • Anyone whose employer uses Guideline as Retirement Plan Administrator . . .
    I am back with my personal experience with Guideline as my 401k Plan Administrator My employer pays for all the admin fees except the 0 08% annual fee based on account balance to be charged monthly
  • Guideline 401k [What happens if they were to bankrupt?]
    Re: Guideline 401k by bloom2708 » Wed Jan 24, 2018 2:56 pm Is the 401k from a former employer? Or is this for hosting a 401k for a company? I didn't go to the guideline com website What are the fees?
  • Understaing rate of return with Guideline 401k - Bogleheads. org
    Re: Understaing rate of return with Guideline 401k by FeS2 » Sun Feb 12, 2023 1:22 am Thank you, newbie001 I came back to this, and when evaluating using XIRR the performance of the Guideline portfolio is much closer to my Fidelity VTIVX account Much appreciated


















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