How to Contact Guideline Customer Service

Guideline offers streamlined 401(k) plans tailored for small businesses and startups. Their focus is on making retirement plans easy and accessible. The company simplifies the process of plan administration and investment options for employees.

Online Support Center

Before reaching out, consider visiting the Guideline Support Center. This resource has a variety of articles, how-to guides, and FAQs covering account management, compliance, and getting started with a 401(k). You might find the answer you need here.

Email Support

For personalized inquiries, emailing customer service is often a good option. Guideline does not publicly list a direct email address on its site, as it prefers to handle queries through a ticketing system. To send an email, you usually need to fill out a form in their Support Center.

Customer Support Phone Number

For complex issues or those who prefer speaking to someone, Guideline provides a customer support line. As the number may change, check their website for the most current information. You can reach Guideline's customer service team at:

1-888-569-4015

It's a good idea to verify the number and check the operating hours for phone support.

Live Chat

Guideline may offer live chat support during specific hours. This allows for immediate interaction with a customer representative who can assist with your questions. Look for the live chat option on their website to start a conversation.

Customer Service for Established Clients

Existing clients may have additional support options through their Guideline dashboard. This could include direct messaging or access to a client success manager for a more personalized experience.

When contacting Guideline's customer service, have your account information ready for a quicker response. For security, never share sensitive personal information or account details publicly.

Guideline is recognized for both its innovative 401(k) solutions and its commitment to customer support. The team is prepared to help clients make the most of their retirement savings options.

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