Presented by Jacqueline Wang
About me: My Story
Adaptable. Client-oriented. Passionate.
Providing the best Client experience
Past and Present
Previous internships at Zerve, Massdrop, VP at at TCG, Finance Chair at APO enhanced my CS skills and leadership abilities
Started my first full time job at Morgan Stanley, PWM
Graduated from UC San Diego w/ Management Science Major, and double minors in Business and Psychology
Acquainted with Guideline, looking for new opportunities
Triton Consulting Group
PRESENT: MORGAN STANLEY
Currently CS, Ops lead on team of 7
FINRA Series 7 & 66 Licensed since 2017
Spearhead projects: Online registration, KYC, PCM, and MS initiatives
Fully automated, maintenance free 401(k) plan for employees and advisors at small/mid-sized businesses
Passive investing in Vanguard portfolios. Guideline does not do direct management.
Easy to use and understand
Maintenance free, setup, recordkeeping, and recording all managed by Guideline. Employees receive investment education.
Target audience: small to mid sized businesses and companies. Most are first timers to 401(k) offerings.
Meant to be hassle free, quick and easy set up so small businesses can focus on what's most important to them: their business
Guideline for Advisors, Pricing, and more
Guideline partners with Gusto, Zenefits, and onpay (some exclusive services) for seamless payroll integration.
Guideline partnering >4750+ companies from coast to coast
$8/month flat fee.
One time $500 setup fee
NO AUM fees!
Develop custom plan with Guideline's 401(k) specialists to manage all clients' 401(k)s. Guideline acts as fiduciary.
Ease for Advisors
What's next for Guideline?
More portfolio/investment offerings
Scaling and automation
Provide advisory services
Possible future products, directions, and offerings