Give your employees the personalized help they want.

Simply add us to your existing Guideline plan and give your employees access to

  • Financial independence

  • Personalized education and advice

  • Retirement income solutions

  • and so much more

The annual stated rate for our service is 0.50%, applied to assets under management and is deducted on a monthly basis. The illustration above is based on an average annual account balance of $10,000, calculated at 1/365 of the annual stated rate (0.50%) equalling $0.14 cents per day. The per day amount will vary and is unique to each participant based on their account balance when fee is deducted.

All for about $0.14 cents per day