Guideline Retirement

Guideline’s retirement planning software helps you prepare for your retirement or the retirement of your employees. Customizable retirement plans and retirement accounts allow you to save and organize your future retirement with peace of mind.

The public pension is sometimes not enough to acquire an acceptable retirement when the time comes. For this reason, it makes sense to save throughout your working life and plan your retirement in advance. The Guideline platform offers comprehensive retirement planning services for individual savers and company employees. With Guideline, you can take control of your financial future and ensure a comfortable retirement.

For business owners, Guideline offers customized retirement plans for businesses of all sizes and legal forms. Whether you're a small startup or a large corporation, Guideline can tailor a retirement plan that meets your specific needs. Even the self-employed can benefit from these services, ensuring that they are setting aside enough money for their future.

One of the biggest advantages of using Guideline is the automation it provides for pension plan administration. The platform automates tasks such as record keeping, compliance testing, and investment management, saving time and reducing the risk of errors. This simplifies the management of retirement plans and retirement accounts, allowing each executive or employee to save efficiently and peacefully.

Key features

• Save on fees — The Guideline platform does everything it can to keep investment fees low. For example, no fees are charged for one-time transactions, portfolio management fees are 10 times lower than the industry average, and annual account fees are 0.08%.
• Benefit from smart investments — Rest assured, your money is in good hands. The investment portfolios are professionally designed and automatically rebalanced. Investments are optimized for the long term and are broadly diversified to minimize risks.
• Gain tax advantages — Guideline offers tax-advantaged retirement savings plans like Traditional and Roth IRA. Traditional IRA contributions are tax-deductible which can lower one's taxable income. Guideline also helps business owners lower their taxable income through their company 401(k) plans, and the benefits get passed onto employees.