Guideline
Popular
Overview
Guideline offers low-cost, highly automated retirement plans that make it easy for companies to offer great benefits—and easy for people to invest in their financial future.
Benefits
Publisher
Guideline
Pricing
Help Center
Eddy help center
Guideline help center
Eddy + Guideline
This overview outlines the Guideline/Eddy integration process.
Integration Overview
To enable the integration, you will need to have admin-level access to Eddy. This integration is only available to companies using Eddy Payroll.
Connect to Guideline
To connect the Guideline integration, navigate in Eddy to the Admin settings page and click the Integrations tab. On the Guideline card, click the Get started button.
For existing Guideline customers
Existing Guideline customers can connect to Eddy by following this Guideline Help Center article The article outlines the process to change payroll providers within Guideline’s system.
Contact Guideline Sales Team
If you would like to speak with a Retirement Specialist from Guideline you can reach the Guideline sales team in one of two ways:
- By phone: (888) 228-3491
- By email: hello@guideline.com
Integration Type
Via API
Direction of Data Flow
one-way
Sync Schedule
As events occur
Sync frequency
As events occur
How to enable the integration
To connect the Guideline integration, navigate in Eddy to the Admin settings page and click the Integrations tab. On the Guideline card, click the Get started button.
What data syncs?
| Info In Eddy | Sync Direction | Name of Info In Guideline | Notes |
|---|---|---|---|
| Payroll info |  Eddy to partner | Payroll info | |
| Company info | Eddy to partner | Company info | |
| Employee info | Eddy to partner | Employee info | |
| Pay rates | Eddy to partner | Earning rates | |
| Company tax setups | Eddy to partner | Company tax setups |
About Guideline
Here's what we like about Guideline:
- Guideline plans are easy to set up. Customers can set up a 401(k) plan in 20 minutes. From there, it’s pretty hands off. Guideline takes care of plan administration, recordkeeping, government filing, and more.
- Guideline offers affordable plans for businesses of all sizes. All of Guideline’s plans have low monthly costs and no transaction fees. For employees, Guideline asset fees start at 0.15%, which is 7x lower than the industry average.
- Intelligent investing can help support your employees. Guideline can help participants select a diversified investment portfolio—with low-cost funds across asset classes—that rebalances automatically to stay on track.
- Our integration with Guideline makes 401(k) management seamless. Guideline will securely sync with your payroll data so any updates or changes will be reflected in both places automatically, saving you time and hassle.
Guideline
Popular
Overview
Guideline offers low-cost, highly automated retirement plans that make it easy for companies to offer great benefits—and easy for people to invest in their financial future.
Benefits
Publisher
Guideline
Pricing
Help Center
Eddy help center
Guideline help center
Eddy + Guideline
This overview outlines the Guideline/Eddy integration process.
Integration Overview
To enable the integration, you will need to have admin-level access to Eddy. This integration is only available to companies using Eddy Payroll.
Connect to Guideline
To connect the Guideline integration, navigate in Eddy to the Admin settings page and click the Integrations tab. On the Guideline card, click the Get started button.
For existing Guideline customers
Existing Guideline customers can connect to Eddy by following this Guideline Help Center article The article outlines the process to change payroll providers within Guideline’s system.
Contact Guideline Sales Team
If you would like to speak with a Retirement Specialist from Guideline you can reach the Guideline sales team in one of two ways:
- By phone: (888) 228-3491
- By email: hello@guideline.com
Integration Type
Via API
Direction of Data Flow
one-way
Sync Schedule
As events occur
Sync frequency
As events occur
How to enable the integration
To connect the Guideline integration, navigate in Eddy to the Admin settings page and click the Integrations tab. On the Guideline card, click the Get started button.
What data syncs?
| Info In Eddy | Sync Direction | Name of Info In Guideline | Notes |
|---|---|---|---|
| Payroll info | Eddy to partner | Payroll info | |
| Company info | Eddy to partner | Company info | |
| Employee info | Eddy to partner | Employee info | |
| Pay rates | Eddy to partner | Earning rates | |
| Company tax setups | Eddy to partner | Company tax setups |
About Guideline
Here's what we like about Guideline:
- Guideline plans are easy to set up. Customers can set up a 401(k) plan in 20 minutes. From there, it’s pretty hands off. Guideline takes care of plan administration, recordkeeping, government filing, and more.
- Guideline offers affordable plans for businesses of all sizes. All of Guideline’s plans have low monthly costs and no transaction fees. For employees, Guideline asset fees start at 0.15%, which is 7x lower than the industry average.
- Intelligent investing can help support your employees. Guideline can help participants select a diversified investment portfolio—with low-cost funds across asset classes—that rebalances automatically to stay on track.
- Our integration with Guideline makes 401(k) management seamless. Guideline will securely sync with your payroll data so any updates or changes will be reflected in both places automatically, saving you time and hassle.
