This article is for Deel PEO clients who use Guideline as their retirement plan vendor.

This article explains how clients can utilize the Guideline integration with Deel in order to reduce manual processing time and more readily collect payroll data.

In this article:

Overview

How the integration works

Setting up the Guideline integration

What is Guideline?

Guideline is a retirement plan administrator that facilitates retirement plan deductions and contributions for enrolled employees. The Guideline integration supports 401(k) Roth and Traditional retirement accounts, including 401(k) loans. 

With the Deel Guideline integration, clients can:

• Automatically update Deel and Prism in near-real time with employees’ Guideline retirement enrollment deduction amounts.
• Automatically update the Deel & Prism platform in near-real time when employees’ Guideline retirement enrollment changes or terminates. 

Key Considerations:

• The Deel integration is supported for clients with Non-Elective Contribution (NEC) plans. This means that if the employee does not contribute to their retirement plan, the client will still contribute a percentage of the employee’s earnings to their retirement account. 
   
• If the planned start date is in less than 30 days, Guideline may not be able to proceed with integration on time. Clients may need to manually add the deductions that first cycle, or delay onboarding so Guideline has time to set up plans.
   

How the integration with Guideline works

1. New employees, or newly eligible employees, feed from Deel into the Guideline system automatically each night.
2. Employees select their retirement contribution plan amounts within the Guideline platform.
3. Near the enrollment effective date, the payroll deduction amount feeds from Guideline into Deel for payroll processing.
4. Once the payroll has been processed, the contribution amounts for that payroll are automatically updated in the Guideline system within 2 business days.
5. Guideline funds the employees’ retirement accounts based on the amounts provided from the payroll update (in step 4). 

How to set up the integration

Step 1 - Access the Guideline login - https://www.guideline.com/partners/deel - and set up Deel as the payroll provider

Step 2 - Click "Get Started" to begin onboarding. During setup, indicate Deel as payroll provider.

• Complete the Guideline sign-up and note the connection tasker on the Guideline Sponsor dashboard.

Step 3 - Deel and Guideline will coordinate the integration set up, and communicate to you when it is done.

You can contact Deel at any time if you wish to terminate the integration with Guideline. We will take coordinate the process and tell you when the integration is ended.