What is Guideline?
Guideline's robust technology allows us to handle all plan administration for your growing business, including setup, enrollment, education, recordkeeping, investment management, compliance, and reporting. Guideline is the first full-service 401(k) with straightforward pricing of one flat fee per participant.
Streamlined Retirement Plan Services
Guideline's streamlined retirement plan services include plan administration & recordkeeping, investment management, compliance, and participant services all to ensure that saving for retirement is a benefit, not a burden.
Guideline's investment strategy is driven by our mission to help employees save more for retirement. With fiduciary expertise, hand picked investments, and managed portfolios, you can trust that your employee's retirement savings are well-managed.
Transparent Pricing & Low Fees
$8 per month for each participating employee
$500 One time set-up fee
Guideline offers custom pricing for companies with over 50 employees.
With a groundbreaking AUM-free* plan, Guideline enables your employees to retain and grow their retirement savings unhindered by excess fees.
*Not taking into account standard fund fees charged directly by mutual fund companies.
Integration with BambooHR
Through integrating with BambooHR, Guideline can assure you streamlined efficiency, obliteration of duplicate data entry, and friction-free onboarding for you and your employees.
Integration TypeOne-way via Webhooks and API
Direction of Data Flow
BambooHR to Partner App
Sync TriggerAn event
Initial Sync and before each payroll run date.
How it WorksGuideline is built to seamlessly integrate with Bamboo Payroll. Once you start a 401(k) plan with Guideline, Guideline will sync all necessary roster and payroll data. The initial employee roster sync will be in near real-time. Further instructions are provided during the Guideline plan onboarding flow. Furthermore, through the sync, Guideline will send all necessary notices to any new or dismissed employees indicated in your Bamboo Payroll roster. The process is hands-free and completely automated as long as Guideline is granted third party access to your online payroll system.
What Data Syncs?
|BambooHR Data||Sync Direction||Guideline Data||Notes|
|Employee ID||Employee ID||This is the identifying field for the integration. The two systems Employee ID# must match.|
|First Name||First Name|
|Middle Name||Middle Name|
|Last Name||Last Name|
|Date of Birth||Date of Birth|
|Job Title||Job Title|
|Work Email||Work Email|
|Work Phone||Work Phone|
|Pay Rate||Pay Rate|
|Pay Period||Pay Period|
|Hours Per Week||Compensation Rate|
|Pay Per||Compensation Unit|
|FLSA Code||FLSA Status|
|Rehire date||Hire Date|
|Hire date||Employment Start Date|
|Termination Date||Termination Date|
|Address Line 1||Home Address|
|Address Line 2||Home Address|
|State Code||State Code|
Integration Supported By:
Support Contact Options
Phone Support: (888) 228-3491
Email Support: email@example.com
7:00am - 6:00pm PT
Monday - Friday
BambooHR’s Help Article:Not available
Guideline Technologies‘s Help Article: