Guideline

OCTOBER 22, 2020

Today, we’re excited to share that we’ve teamed up with QuickBooks to offer seamless access to our modern and affordable retirement platform to the millions of American small businesses that run on QuickBooks. To get started, business owners connect to Guideline’s plan setup with their QuickBooks account. Learn more here.

QuickBooks 95

QuickBooks Retirement Planning Tools Guidelines 95

Prism HR

OCTOBER 3, 2023

Nowadays, there are a lot of people who aren’t feeling very secure about their retirement. So let’s talk about that retirement situation. It’s not so great if people are continuing to work longer simply because they are concerned they won’t be able to afford to retire comfortably. of those people being 65 and older.

Retirement 59

Retirement Analysis Compliance Guidelines 59

Guideline

MARCH 13, 2023

Despite making great strides towards achieving gender equality over the past decade, data shows that women still earn an estimated 82 cents for every dollar men make. Not only does that mean women likely earn less in their lifetimes, they also have less income to put towards retirement. times as likely to save for retirement.

Retirement 52

Retirement Study Guidelines Survey 52

Analytics in HR

SEPTEMBER 7, 2023

HR must ensure they receive the correct pay and benefits, such as health insurance, retirement plans, wellness programs, and leave credits. Health and wellbeing : Ensuring the company strictly adheres to health and safety guidelines and implementing wellness initiatives so employees feel safe and healthy in their work environments.

HR Planning 110

HR Planning Hiring Software Resources HR Software 110

Guideline

JULY 28, 2023

🔎 This article includes stories from clients of Guideline. While offering a 401(k) may feel like a no-brainer for many businesses, for others, challenges like plan administration and compliance testing can make retirement benefits feel complicated and unmanageable. I’d tell anyone to use Guideline."

Guidelines 52

Guidelines HR Planning Planning Tools Recruiting Software 52

Hppy

AUGUST 23, 2022

You might even be able to outsource data entry to virtual assistants and IT to an external services provider. . However, if your workplace has strict guidelines with no wiggle room, you might not hold onto your best-performing employees for long. . Too Many Rules and Procedures. Every business needs rules, no matter its size.

Time and Attendance 91

Time and Attendance Staffing Guidelines Retirement 91

Guideline

MARCH 24, 2022

While the pandemic has certainly brought in waves of economic uncertainty, the fears that plagued retirement savings during the 2008 recession haven’t manifested in any major hesitation to save over the last two years. Thanks to all the employers and employees, accountants and advisors, who trust us to create a roadmap to retirement.

Retirement 59

Retirement Guidelines Trends Course 59

Guideline

APRIL 26, 2024

Guideline offers six retirement portfolios that are managed under a robo-advisor model. A retirement benefit can encourage employees to stick around and help businesses attract new talent. The closer someone is to retirement, the robo-advisor may suggest a more conservative approach. Learn more about our pricing.)

Planning Tools 52

Planning Tools Guidelines Company Retirement 52

Guideline

SEPTEMBER 21, 2022

 They also are expecting access to healthcare, paid leave, flexible and remote work arrangements, and retirement savings. However, with the passage of the Enhancing American Retirement Now (EARN) Act by the Senate Finance Committee and the Securing a Strong Retirement (SECURE 2.0)

Retirement 52

Retirement Gusto Planning Tools Guidelines 52

Guideline

MAY 16, 2019

John Scott is director of the Retirement Savings Project at the Pew Charitable Trusts. He leads a team producing trusted data and clear analysis of the barriers to retirement savings in America and the policies aimed at eliminating those barriers. Scott: I never use the term retirement crisis. Has it unfolded?

Retirement 75

Retirement Planning Tools Interview Software Guidelines 75

Guideline

MAY 24, 2023

Guideline acts as a 3(38) investment fiduciary, which means we can make investment decisions on behalf of our customers. Guideline is registered with the Securities and Exchange Commission (SEC) and acts as a 3(38) fiduciary for all of our plans. By working with a 3(38) like Guideline, you can help limit your investment responsibility.

Retirement 52

Retirement Planning Tools Guidelines Payroll 52

Guideline

OCTOBER 20, 2020

It’s a tried and true strategy for long-term investing, which is exactly what saving for retirement is. But if retirement is still a ways off, investment experts believe MPT represents the one of the safest bets in an arena where risk is always a factor. At Guideline, we’re believers in the opposite approach: passive investing.

Guidelines 52

Guidelines Retirement Strategy Diversity 52

Guideline

NOVEMBER 9, 2021

Many states have policies — in place or in the works — to ensure retirement savings plans are offered to nearly every worker either through state-run programs or retirement plan providers like Guideline. Guideline: Retirement policy has been a rare area of bipartisanship in Washington over the years.

Retirement 52

Retirement Policies Guidelines Background screening 52

Guideline

MARCH 6, 2024

One of those goals may be planning for retirement. Your experience and confidence in the complex world of retirement planning might vary. But, whether you're a retirement novice or a seasoned expert, your clients may ask you to help guide them through setting up — and even managing — a 401(k).

Guidelines 52

Guidelines Planning Tools Retirement Compliance 52

Guideline

SEPTEMBER 29, 2022

At Guideline, our mission is to help set people up for a successful retirement. State mandated retirement programs have been gaining momentum across the country over the past couple of years. State mandated retirement programs have been gaining momentum across the country over the past couple of years.

Data 59

Data Retirement Guidelines Survey 59

Guideline

APRIL 2, 2024

We recently conducted a survey to better understand how both employers and employees value retirement benefits.¹ ¹ While employers and employees agree that retirement benefits are important, some companies underestimate their value. ¹ Source: Guideline research run with Suzy. Get started today.

Report 52

Report Retirement Guidelines Survey 52

Guideline

APRIL 6, 2020

COVID-19 has affected small businesses across the country and created a lot of uncertainty around 401(k) accounts, retirement savings, and investing. Closing the Retirement savings gap across America. Behind the data: a look at 401(k) investor activity in a bear market. The Guideline 401(k) Investment Principles.

Retirement 52

Retirement Guidelines Resources Data 52

Guideline

MARCH 27, 2020

Asking what they’re doing with their retirement portfolios. At Guideline, we were wondering what people were doing with their retirement investments, too. Were Guideline 401(k) participants changing investment strategies? We looked at the data and the results were a little surprising and very reassuring.

Data 83

Data Guidelines Retirement ATS 83

Guideline

MAY 9, 2019

Now, whether you’re a team of 1 or 1,000 using ADP payroll software, it’s never been easier to offer your employees the ability to save for retirement. Having payroll integrated directly with a retirement plan can also reduce unnecessary errors, which in the end leads to a lot of wasted time.

ADP 61

ADP Guidelines Onpay Planning Tools 61

Guideline

JANUARY 18, 2024

2023 was a landmark year for Guideline. We reached 47,000+ plans signed and our assets under management reached nearly $12 billion, with our savers contributing close to $3 billion to their retirement savings this year alone.  Business owners of Guideline plans do not provide their tax credit eligibility information to Guideline.

Planning Tools 59

Planning Tools Guidelines Retirement Survey 59

Professional Alternatives

JANUARY 19, 2024

They can provide guidance on topics such as retirement plans, healthcare options, and tax implications, helping employees navigate complex matters with ease. MS Excel is widely used for data analysis, reporting, and record-keeping in HR. This enables them to make informed decisions and develop strategies for accounting team building.

Team Building 52

Team Building HR Software HR Planning Staffing Software 52

Professional Alternatives

JANUARY 4, 2024

They can provide guidance on topics such as retirement plans, healthcare options, and tax implications, helping employees navigate complex matters with ease. MS Excel is widely used for data analysis, reporting, and record-keeping in HR. This enables them to make informed decisions and develop strategies for accounting team building.

Team Building 52

Team Building HR Planning HR Software Staffing Software 52

Guideline

JULY 2, 2020

We’re excited to show you how Guideline can help your business set up a 401(k) and help you and your employees save for retirement. Here’s a quick overview of what the setup process with Guideline looks like. Plan design: One of the benefits of 401(k) plans over other retirement options is the level of customization available.

Guidelines 52

Guidelines Payroll Retirement Onboarding 52

Guideline

AUGUST 25, 2021

The ways in which public and private sectors can work together on big issues like Americans’ retirement security has been an ongoing discussion for years. We spoke with Scott about the report and what it means for the future of retirement plans. How has the private sector responded?

Retirement 52

Retirement Planning Tools Guidelines Interview Software 52

HR Lineup

JANUARY 24, 2024

This can include various financial instruments such as stocks, bonds, mutual funds, real estate, and retirement accounts. This may include brokerage statements, investment account summaries, property deeds, or retirement account statements. This not only improves efficiency but also reduces the likelihood of human errors.

Assessment Software 52

Assessment Software Planning Tools HR Software Guidelines 52

Guideline

APRIL 1, 2024

💡 Key takeaways: Most businesses in the US currently don't offer a retirement plan, but recent policy changes could mean that many more companies will need to offer one to stay compliant. New tax credits can help reduce the cost of offering a retirement plan, like a 401(k). Now that's changing.

Policies 52

Policies Retirement Guidelines Trends 52

Guideline

MAY 5, 2023

Here's how our Paylocity integration could benefit your business: Automatic deductions The integration automatically transfers information from Paylocity to Guideline, eliminating the need to manage employee enrollment. Easy onboarding Onboarding with Guideline is simple and straightforward. Paylocity is not a client of Guideline.

Paylocity 52

Paylocity HR Software Onboarding Software Onpay 52

Guideline

JUNE 2, 2021

Based on Federal Reserve data , student loan debt in the US reached about $1.68 For those paying off student debt, the idea of saving at the same time—be it for retirement, a down payment, a wedding, or an emergency fund—can seem impossible. You can still open up an individual retirement account like a Roth or traditional IRA.

Retirement 52

Retirement How To Planning Tools Compensation 52

Guideline

NOVEMBER 14, 2023

For example, you'll need to remind employees about their retirement benefits, collect your records, and review what's working and what could be tweaked. Notify and remind your employees about their retirement benefits Are you rolling out a new plan for the first time that's live on January 1, 2024?

Planning Tools 64

Planning Tools Guidelines Retirement Assessment Software 64

Primalogik

JULY 21, 2022

This means sharing assessment guidelines with all managers. Further, HR should review and update safety guidelines periodically. . For instance, they can respond to an employee’s plan to retire or go on leave. Such tasks typically involve a lot of repetition and data entry. It’s one of many other key HR functions.

HR Software 96

HR Software HR Function HR Planning Hiring Software 96

Workable

OCTOBER 23, 2023

Research industry standards Look at data from similar organizations in your industry to determine appropriate salary ranges, bonus structures, and benefits packages. Determine equity options Decide whether to offer equity options, such as stock options or restricted stock units, and establish guidelines for vesting and exercise.

Compensation 127

Compensation Policies Outplacement Guidelines 127

Recruiters Lineup

JANUARY 5, 2024

Data Protection and Privacy: Ireland has stringent data protection laws, particularly under the General Data Protection Regulation (GDPR). Employers must handle personal data with utmost care, especially during the hiring process.

Video Recruiting 84

Video Recruiting Background screening Hiring Software Aptitude Tests 84

Extensis

MARCH 28, 2024

Being well-informed means gleaning data from several channels and outlets, including everything from industry publications to expert webinars. Focus on a holistic approach Physical health insurance and retirement planning has always been the cornerstone of a traditional benefit strategy.

Trends 104

Trends Planning Tools Recruiting Software HR Software 104

i4cp

MARCH 7, 2022

Dawn Klinghoffer, Vice President of HR Business Insights at Microsoft, will speak at the i4cp 2022 Next Practices Now Conference (both in-person and virtually) about how the revered company is helping its employees achieve work/life balance in a hybrid world, using data-backed tips and technology innovations.

Analytics 100

Analytics Hiring Software Data Wellness 100

Guideline

MAY 30, 2023

When it comes to saving for retirement, it's common to encounter fees, and the expense ratio is one of the most common. Since retirement investments are typically long-term investments, a low expense ratio may help you potentially grow your retirement investment by saving on fees, assuming performance is similar.

Guidelines 52

Guidelines Retirement Data Examples 52

Zenefits

AUGUST 20, 2022

Department Of Labor has specific guidelines for when employers must deliver the final paycheck. Your payroll team may already use software like QuickBooks for accounting or Guideline for 401(k) benefits. Zenefits integrates with many tools in the accounting, finance, and retirement spaces.

HR Software 36

HR Software Payroll HR Planning Hiring Software 36

Extensis

FEBRUARY 21, 2024

Employee benefits information Employee benefits include more than just medical coverage and retirement savings plans. These guidelines help ensure complaints are handled promptly, appropriately, and consistently. Grievance processes Grievance procedures outline how workplace disputes should be documented, presented, and resolved.

Handbook 103

Handbook HR Planning Hiring Software Wage and Hour Training 103