About us

Doing retirement right means doing right by people

About us

Our story

We’ve made it our mission to help everyone arrive at a secure retirement. Yes, everyone.

Guideline was founded with this mission, but that’s not where our story begins. That happened when our CEO, Kevin Busque, noticed that young employees weren’t participating in his company’s 401(k). To find out why, he did some digging and found an industry full of complicated fees that lacked transparency.

Kevin then searched for a new provider with the right structure and features—one that would help, not hinder, participants achieve positive outcomes. That 401(k) provider didn’t exist. So Kevin, along with his co-founders, built one—an easy, affordable retirement platform that prioritized the needs of small business owners and their employees. And Guideline was born.

What we do differently, we do with purpose

  • Help offset your income taxes

    More transparency

    Whether it’s plan pricing, transaction fees or payroll integrations, we pride ourselves on always being transparent with what we offer and how we do it.

  • Seamless tech integrations

    Seamless tech integrations

    We’ve spent a lot of time and resources to integrate our platform with top payroll providers to provide a seamless and secure retirement plan experience for everyone.

  • Accessibility + affordability

    Accessibility + affordability

    All of our plans feature automatic enrollment and low monthly fees—to get more people saving for retirement, and to help them save on fees along the way.

Executive team

Kevin Busque

CEO & Co-founder

Kevin Busque headshot

Mike Nelson

CTO & Co-founder

Mike Nelson headshot

Jeremy Caballero

CPO & Co-founder

Jeremy Caballero headshot

Jeff Rosenberger

Chief Operating Officer

Jeff Rosenberger headshot

Qian Liu

Chief Data Officer

Qian Liu headshot

Lucas Huizar

General Counsel

Lucas Huizar headshot

Christine Rimer

Chief Customer Officer

Christine Rimer headshot

Aras Kolya

Chief Revenue Officer

Aras Kolya

Steven Wu

Chief Financial Officer

Steven Wu

Liz Mastrobattisto

Chief Compliance Officer

Liz Mastrobattisto headshot

Kevin Busque

CEO & Co-founder

Kevin Busque headshot

Mike Nelson

CTO & Co-founder

Mike Nelson headshot

Jeremy Caballero

CPO & Co-founder

Jeremy Caballero headshot

Jeff Rosenberger

Chief Operating Officer

Jeff Rosenberger headshot

Qian Liu

Chief Data Officer

Qian Liu headshot

Lucas Huizar

General Counsel

Lucas Huizar headshot

Christine Rimer

Chief Customer Officer

Christine Rimer headshot

Aras Kolya

Chief Revenue Officer

Aras Kolya

Steven Wu

Chief Financial Officer

Steven Wu

Liz Mastrobattisto

Chief Compliance Officer

Liz Mastrobattisto headshot

Guideline today

  • 350+

    employees

  • 4

    regional hubs

  • $12B+

    invested for retirement on our platform

  • $300M+

    Venture capital funding to date

Regional hubs

We’ve strategically opened four hubs across the country to provide our clients with better customer support, while giving our teams more flexibility.

Regional hubs

We’ve strategically opened four hubs across the country to provide our clients with better customer support, while giving our teams more flexibility.

Investors

  • Felicis logo
  • General Atlantic logo
  • Propel logo
  • Generation IM logo