Invest in your dental practice and your retirement

With Guideline, you and your team can get an affordable 401(k) with smart investing and custom profit sharing.

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See our Privacy Policy to learn how we use and protect your information.

50K+

businesses1

1M+

savers2

$15B+

invested for retirement3

fast company logo

Innovation by Design Award 20244

Oscar G.Universal Dental Spa
I couldn't believe that it was possible for a small business to offer affordable 401(k) benefits. Guideline is user friendly, competitively priced, and comes with outstanding customer service.Client of Guideline. Views may not be representative of other clients.

See why 1,000+ dental practices trust Guideline

  • Fingers snapping simple icon.

    Low monthly pricing

    Low and predictable monthly costs — monthly plans start at $39, plus $4 per active participant.5

  • Smart investments

    Our guided investment portfolios rebalance automatically.

  • All in one experience

    All-in-one 401(k)

    We handle recordkeeping, government filings, compliance testing, and more.6

  • Desktop with mouse simple icon

    Custom profit sharing

    Build a custom profit sharing plan with one of 3 formulas, including new comparability.7

Empower your team to invest in themselves

With an intuitive dashboard and an award-winning mobile app4, it’s easy for your team to set up their account, track their progress, and access resources — anytime, anywhere.

  • Easy account setup, via web or mobile app
  • Recommended investment portfolio
  • Retirement education and live support
Mockup of iPhone 15 with Guideline iOS mobile app.
Mockup of iPhone 15 with Guideline iOS mobile app.

Automate 401(k) busywork

With full payroll integration, there’s no need to maintain deductions or manually re-enter data — saving you time and hassle.

  • and more
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Invest in your dental practice with a Guideline 401(k)

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  • 1
    As of May 2024
  • 2
    Total number of Savers, both active and non-active, that have participated in Guideline products from 2016-2024.
  • 3
    As of August 2024
  • 4

    2024 Fast Company Innovation by Design Award Winner for Guideline's mobile application in the Mid-Size business category.

  • 5

    See Guideline’s Pricing Page or Form ADV 2A Brochure for more information about our fees.

  • 6
    All plans of related entities must be administered by Guideline in order to provide compliance testing.
  • 7

    Investment advisory services for Guideline’s 401(k) product (when 3(38) fiduciary services are appointed) and SEP IRA/IRA products are offered by Guideline Investments, LLC, an SEC-registered investment adviser. Recordkeeping services are offered by Guideline RK, LLC. 3(16) plan administration services are also offered by Guideline RK, LLC and only made available to clients who utilize an eligible payroll provider. Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.

Guideline.com is owned and operated by Guideline, Inc. This website contains content from Guideline, Inc. and its affiliates, each a separate entity with different regulatory marketing requirements and standards. References to "our" or "we" on this website refer solely to Guideline RK, LLC unless otherwise specifically stated.

The information in this website is for informational purposes only and is not intended to be an offer, recommendation, investment advice, legal or tax advice, or a solicitation to buy or sell any security. By using this website, you agree to Guideline, Inc.’s Privacy Policy and Terms and Conditions of Use. Neither Guideline, Inc. nor its subsidiaries, are responsible for information provided by third parties. Information included herein from third parties is believed to be reliable however Guideline, Inc. does not guarantee the accuracy and completeness of that information.

Guideline, Inc. is a technology company that provides an integrated platform to companies who seek to work with 1) Guideline RK, LLC ("Guideline") and/or 2) Guideline Investments, LLC, an SEC Registered Investment Adviser ("RIA"), both of which are wholly owned by Guideline Holdings, LLC. Guideline Holdings, LLC is wholly owned by Guideline, Inc. Neither Guideline, Inc. nor Guideline Holdings, LLC or Guideline RK, LLC is involved in securities activities and is not registered with the SEC or FINRA. Neither Guideline, Inc., nor any of its affiliates, is a bank.

Investment advisory services for Guideline’s 401(k) (when 3(38) fiduciary services are selected) and SEP IRA/IRA products are offered by Guideline Investments, LLC, an SEC-registered investment adviser. For more information regarding fees and services, see Guideline Investments, LLC’s ADV 2A Brochure and Form CRS. References throughout this website to investment advisory services including but not limited to: investments offered, portfolios, managed portfolios, investment philosophy, assets under management (AUM), annual account fees expressed as a percentage of AUM, suitability questionnaire, 3(38) investment advisory management fiduciary services, robo-advisory services, and investment advice, unless otherwise specifically stated, are services provided by Guideline Investments, LLC. Investing involves risk and may lose money, including loss of principal. Investing is not guaranteed and past performance is not a guarantee of future performance. The investment options offered by Guideline Investments, LLC are not FDIC insured.

Recordkeeping services for Guideline’s 401(k) and SEP IRA/IRA products are offered by Guideline RK, LLC. 3(16) plan administration services are also offered by Guideline RK, LLC and only made available to clients who utilize an eligible payroll provider. For more information on Guideline’s pricing, see here. Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.

Any graphs, charts, and other visual aids (collectively referred to as "image(s)") are provided for information purposes only. None of these images can of themselves be used to make investment decisions. No representation is made that these will assist any person in making investment decisions and no image can capture all factors and variables required in making such decisions.

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