May was very helpful and patient while…
May was very helpful and patient while helping me. Efficient. If it wasn’t for her I would have been so confused. I appreciate her kindness as well.
Guideline is now part of @Gusto. Together, we have helped 34,000 businesses and their employees save for retirement.As part of the Gusto ecosystem, Guideline offers streamlined retirement solutions designed to simplify plan management, administration, and compliance. Employees receive a user-friendly experience to enroll and manage their financial future. Our mission is to help companies effortlessly offer a powerful retirement benefit their team can truly appreciate.For informational purposes only. Should not be considered investment or tax advice.
Written by the business, not verified by us.Guideline (guideline.com) has a 4.7 out of 5 rating on OK.one, based on 104 user reviews collected here. It is listed under Business Services and its reputation is excellent. Praise is nearly unanimous, with 91% rating it 4 stars or higher; The business has replied to 25% of negative reviews; Reviews mostly discuss Customer service, User experience. Last updated 2026-09-05.
Reviewers overwhelmingly had a great experience with this company. Customers frequently share that the support staff is exceptionally knowledgeable, patient, and friendly, providing wonderful guidance through every step of account setup and troubleshooting. Many consumers also point out the intuitive website design and impressively quick response times that make managing their retirement accounts completely seamless and stress-free. However, some reviewers were not happy with unexpected delays and ongoing issues regarding compliance filings, tax forms, or slow processing times. A few other people also felt that communication and overall responsiveness could be significantly improved when dealing with complex administrative requests and inquiries.
Auto-generated from all reviews of this business. For reference only.May was very helpful and patient while helping me. Efficient. If it wasn’t for her I would have been so confused. I appreciate her kindness as well.
The website was very difficult to figure out! The person who helped me was very kind, patient and knowledgeable. Thank you to her!
I found everything with gusto guideline was outstanding. I would recommend it to anyone. Very user friendly and the customer service people when I had a question were OUTSTANDING!!
When I sold my firm, Guideline failed to file IRS paperwork on my employees disbursements, resulting in a fine leveled at me. They knew, but withheld it from me. When I contacted them they admitted the mistake, but when I asked for assistance in contacting the IRS agent they were supposedly negotiating with they refused to tell me. I had hoped that since they supposedly knew of the issues I could get an extension on the deadline. Guideline provided no information despite my advice that I was facing a deadline and mounting threats from the IRS, so I paid the fine. Over $1000. Months later I heard from them advising they reached a settlement. Pathetic. Making a mistake is human. Keeping it from your client shows no integrity. Refusing to assist your client, leaving them in harms way is criminal. Do NOT trust these people.
Lance was a great help
McKenzie was amazing and patient and literally walked me through the distribution process. She was so kind and professional! Thank you so much! She was just so understanding and helpful!
This company is the best. The operator that I talked to walk me through the whole process because I’m not tech savvy and he stayed on the line with me for a good 15 minutes helping me out I can’t thank you guys enough for finding my 401(k) money.
Really quick and helpful customer service. They were nice and super responsive, it was a quick call and I wasn’t in a hold line like most services. Service was great, transfer was quick, and the staff was patient and very polite.
Matthew understood my issue and resolved it in a timely matter. He was pleasant to work with and return my calls. Offered to answer any additional concerns and was a great person to work with giving me added confidence in with whom I’m doing business with
Great service and support people. They helped me along the way and went above and beyond.
Straightforward, helpful information! Answered all my questions exactly!!
Gabriel is intelligent, knows his work inside and out, he’s an excellent communicator, is patient, kind and took away any stress I had.
Very helpful and attentive. It was easy and simple to go through the process of making a loan from my 401k
Prompt response by email and phone. Very helpful and patient with someone who is just starting an new LLC and payroll/401K
Paul was very helpful in directing me with locating my total contributions. I greatly appreciate them!
Easy access to everything and any time I needed assistance with a problem the customer service was amazing! Highly recommend them.
Professional and informative. The agent I spoke with went above and beyond providing resourceful documents to help assist with my needs.
They explained everything in detail. Helped me discover what needed to be done. It was a great experience
104 reviews matching