Guideline
Listed in DHRMap for 401K.
About
Guideline is a technology company operating in the 401K space. Founded in 2015, headquartered in Burlingame. The company has approximately 201-500 employees and has raised $355.7 million in total funding. Last funding: Series E for $200 million on June 16, 2021
Products
Guideline 401(k) Plans (full-service retirement), Employer-Sponsored 401(k) & 403(b), Automated Plan Administration, Investment Management (diversified portfolios), Compliance Testing & Filing, Employee Onboarding & Education, Payroll Integration (200+ providers), Roth & Traditional Options, Profit Sharing, SEP IRA, Advisor Services
Leadership
founders · executives- Kevin BusqueCo-Founder & CEO
Recent moves
funding · M&A · launches- Feb 3, 2026
- Dec 9, 2025
- Aug 28, 2025
Guideline in the news
All news →Vestwell announced an agreement to acquire Accrue 401k, the entity formed to support the nearly 30,000 Guideline retirement plans excluded from Gusto’s acquisition of Guideline. Once finalized, approximately 350,000…
Aug 28, 2025Gusto to Acquire Guideline, Creating a Unified HR and Retirement Platform for Small BusinessesGusto has announced an agreement to acquire Guideline , a leading retirement benefits platform serving over one million people and 65,000 small businesses. The deal, pending final approvals, aims to create a unified…
Feb 3, 2026Vestwell Completes Accrue 401k Acquisition, Expanding Platform CapabilitiesVestwell completed its acquisition of Accrue 401k. Starting Jan 30, 2026, nearly 30,000 plans and ~350,000 savers will transition to its payroll-integrated savings platform. Plans connected to QuickBooks, Rippling,…
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