Retirement plans for small business

Personal finance

See open opportunities

Company mission

To help everyone arrive at a secure retirement.



HQ Location

South San Mateo, San Mateo, CA


Some candidates hear
back within 2 weeks

-6% employee growth in 12 months

Otta's take on Guideline

Theo Margolius headshot

Theo Margolius

COO of Otta

When businesses offer a 401(K) plan, a message is sent to employees and potential employees that their future is valued by their employer. However, small businesses are often left behind, being charged extortionate fees or ignored by 401(K) providers altogether, leaving many American families with no retirement savings and the potential of retiring into poverty.

Guideline spotted this oversight as an opportunity to jump in and offer small businesses an affordable 401(K). It generates income by charging each business a flat monthly fee per participant.

The company now manages retirement plans for hundreds of thousands of people in over 40,000 companies and has accumulated over $8 billion in assets under management. Benefits providers Intuit, Gusto, and Square all use Guideline as their 401(K) partner.

Total funding - $339m

Last 2 fundraises

Jul 2020



Jun 2021



This company has top investors

Company benefits

  • Comprehensive medical, dental and vision plans—100% for employees, 70% for dependents
  • Generous 401(k) match
  • Paid time off + unlimited vacation days
  • Paid parental leave
  • Mental health coaching and therapy
  • Learning and development stipend
  • Cash referral bonus
  • Commuter benefits


Majored in Computer Information Science at Fitchburg State University. Started out as an Advisory Unix Systems Administrator at IBM and then founded, an Open Source consulting company, in 1996. Acted as Chief Information Security Officer at the Institute for Health Metrics and was Director of IT at Humedica. Co-founded TaskRabbit in 2008, acting as its VP of Technology until 2015.

Majored in Mechanical Engineering at the University of Southern Maine. Was Mobile Developer and CTO at TechStars-backed Accelgolf from 2007 to 2010. Joined SkillSlate as Rails Engineer and CTO, before being hired by TaskRabbit as Staff Engineer in 2012.

Started out as a Junior Programmer at Mail Boxes Etc. Worked as a Photographer and Videographer from 2007 to 2011, and then as a Freelance Digital Designer. Was Lead Designer at lifestyle adventure brand Targa Trophy before joining TargetSafety's UX team. Was made Lead Product Designer at TaskRabbit in 2012.

For companies

Claim your profile to receive high quality applications from relevant candidates.

Claim profile

For job seekers

Sign in or sign up to discover relevant roles at exciting companies.

Sign in or sign up

Guideline is hiring for 6 jobs on Otta!

All locations