Guideline

Thanks to SECURE 2.0, eligible companies can now receive tax credits to help make offering a #retirement plan more affordable. Over on our blog, our COO Jeff Rosenberger outlines a few ways policymakers could sweeten the deal by making retirement plan tax credits bigger and available faster. Read more @ https://bit.ly/4eFo9q6

We are excited to be a part of Lattice’s Excellence Alliance — a coalition of vetted HR solutions designed for people-first businesses. 🎉 We know that navigating the HR tech market can be overwhelming, both in terms of cost and complexity. The Excellence Alliance seeks to simplify and enhance this experience.

ATTN: ACCOUNTANTS! 📣 Join us tomorrow at Insightful Accountant’s App Academy session to learn about Guideline Pro and how to find your niche within the 401(k) market. Register today @ https://hubs.li/Q02D1Q270

Want to attract and retain top talent? ✅ Offering a 401(k) match can help. Discover the benefits, potential tax advantages, and popular match formulas over on our blog. https://bit.ly/4bTusEK

Could a national retirement program like Australia’s Superannuation Guarantee be the future of U.S. retirement planning? New proposals in Washington aim to expand access to retirement plans, making it easier for Americans to save for their futures. In our latest blog, our COO Jeff Rosenberger explores how realistic this idea is for the U.S. and what it could mean for business owners. https://bit.ly/4ebe97J

From upcoming compliance deadlines to a potential federal plan, here’s what you can expect from state mandated retirement programs in 2024 and beyond. https://bit.ly/4bPkLqn

We’ve helped 50,000+ businesses offer an easy, affordable 401(k) and over 1 million people save for retirement. 🚀 It’s the love we receive from our customers that inspires us to keep growing and innovating. 💟

Today we’re celebrating a major milestone: 50,000 businesses now offer Guideline 401(k) plans! 🎉 We’re proud to help companies of all sizes and industries across all 50 states invest in their employees’ futures. If you’re looking for a powerful 401(k) your team will love, you can learn more and get started today @ https://bit.ly/4bATnwd

Compliance is integral for the 401(k) industry. We're proud to announce that Lucas Huizar, who leads our tireless legal and compliance team, has been recognized as a Top 50 Corporate Counsel by the 2024 OnCon Icon Top 100 Awards. 🎉 For a full list of winners and to learn more about the OnCon Icon Awards, visit https://lnkd.in/eG8y-a-V

If you're deciding what features to look for in your company's retirement plan, there are many reasons to consider a plan that uses a robo-advisor for portfolio management, also referred to as robo-investing. Over on our blog, our Chief Data Officer Qian Liu explains what robo-advisors are, how they affect fees, and how they can diversify investments in a 401(k) plan. https://bit.ly/3xYTSBX — — — Disclosure: Should not be construed as investment advice. Investing involves risk and investments may lose value. Diversification does not ensure a profit or guarantee against loss.