Guideline

Guideline. Helping people save for a better future. Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry. By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.

WEX Inc.

We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business. Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.

Foreside Financial Group

Foreside provides strategic thinking, compliance-focused professionals who deliver a range of outsourced business solutions.

BlueTarp Financial

BlueTarp Financial was acquired by Capital One in October, 2019 and is now Capital One Trade Credit. We offer best-in-class B2B credit management programs to businesses of all sizes, backed by the financial strength and technology advancements of Capital One. We help businesses grow sales by providing the tools and terms customers need while taking on the risk of fraud and nonpayment. Our customized programs delight customers by providing a flexible and modernized experience. To explore a partnership, visit capitalone.com/trade-credit/

First Command Financial Services, Inc.

First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security. Since 1958, First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families.

DAVO Sales Tax

DAVO Sales Tax automatically sets your sales tax aside daily, then files and pays it when due, on time and in full. Guaranteed. Try it for free today.

Bristol Seafood

BS energizing its employees to reach the goals and objectives set by the company and enhance their personal safety and financial well-being.

Spinnaker Trust

At Spinnaker Trust, we will help you reach the tomorrow you want to create. Our mission is to help our clients build wealth, and protect it, while preserving peace of mind.