Accounting professionals

Set clients up with an affordable 401(k)

You can easily help your clients save for retirement with Guideline Pro — join for free today.

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Prefer to chat? Give us a call at (888) 588-4698.

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

Grow with Guideline Pro

Guideline Pro is a platform for accountants, bookkeepers, CPAs, and other financial and benefits professionals. It’s free to join and comes with tools, support, and perks — and of course seamless 401(k) plans for your clients.1,2

Learn more about Guideline Pro
  • Dedicated relationship manager
  • Compliance testing
  • Guideline Pro dashboard
  • Robust payroll integrations
  • Pass-through discounts
  • Referral rewards

Demo

Take a tour

Guideline Pro plans are easy to set up and manage

Retirement plans you and your clients will love

  • Cylindrical tube with arrow pointing downward towards a USD $ sign. Signifying affordable pricing.

    Affordable pricing

    Low and predictable monthly costs - making it easy for your clients to budget and plan.3

  • Guideline simple logo with three branches stemming from it. Demonstrating an all in one solution.

    All-in-one 401(k)

    We handle recordkeeping, investment management, compliance testing, and more.

  • Mobile browser with guideline.com user dashboard displaying contributions chart.

    Employee support

    Access to professionally managed portfolios, live support, a mobile app, and more.4

Unlock value for your firm and clients

With Guideline Pro, you can earn rewards for your firm and pass along discounts to clients. As you add more clients, you can unlock more value for everyone.

  • For your firm

    Referral rewards starting at $100

    You can earn $100-$200 for each new 401(k), as long as you aren’t a fiduciary on the plan. Rewards are doubled for eligible plans with 50+ employees.2

  • For your clients

    No employer fees for 4+ months

    We’ll waive employer fees for 4-6 months, for each new client. We’ll even waive employer fees for 6 months for your firm’s own Guideline 401(k) plan.3

More state mandates are coming this year.

See if your clients will be impacted

We connect with popular payroll providers

With payroll integration, we can seamlessly connect their payroll and 401(k). Plus, automate employee onboarding, payroll deductions, and more. See payroll integrations

  • and more
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Get started within 5 minutes

We can walk you through the steps.

Become a Guideline Pro today

  • 1

    Join Guideline Pro

    Sign up for your free account or schedule a demo with our team.

  • 2

    Connect to your dashboard

    Easily manage all of your clients plans in one place.

  • 3

    Invite your clients

    Set up their 401(k) or work with your Relationship Manager to design a plan.

Stay on top of state mandates

Our relationship managers can help guide you through the different mandates and requirements.5

Guideline at a glance

  • 50K+

    business clients6

  • 3,000+

    Guideline Pro partners

  • $15B+

    assets under management7

  • Fintech 50

    Forbes 20228

Help your clients modernize their retirement plan

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

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Frequently asked questions

What is Guideline Pro?

Guideline Pro is a platform for financial and benefits professionals that’s free to join. As a Guideline Pro, you can offer your clients an easy-to-administer 401(k), plus get the tools to design, monitor, and manage all of their plans in one place.

Why join Guideline Pro?

Guideline Pro provides added value to you and your clients, at no additional cost. You have access to a dedicated relationship manager and a dashboard that lets you invite, monitor and manage all of your clients’ plans in one place. In addition to a discount on your own firm’s 401(k) plan, you may even be eligible for referral rewards as well as discounts to share with your clients.

I'm not a CPA. Can I join Guideline Pro?

Yes, you can. You don’t need any type of accreditation, like CPA, to join. Guideline Pro is made up of financial professionals who want to help their clients set up retirement plans. This includes tax professionals, bookkeepers, CPAs, and more.

Will I have a dedicated point of contact at Guideline?

Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline Pro and connect to your dashboard.

My firm has a Guideline 401(k). Do I qualify for the 6-month offer?

Yes, as a valued Guideline Pro, we’ll waive your firm’s employer fees for the next 6 months.3

How does the rewards program work?

When a client signs up for a Guideline 401(k) via your invitation, they’ll be connected to your Guideline Pro account. By adding more clients, you can obtain higher tier status and earn more rewards and discounts.2

Preferred Tier | 1-2 clients

  • New clients pay no employer fees for 4 months
  • Your firm can earn $100 referral reward on eligible plans

Premier Tier | 3-14 clients

  • New clients pay no employer fees for 5 months
  • Your firm can earn $150 referral reward on eligible plans

Elite Tier | 15+ clients

  • New clients pay no employer fees for 6 months
  • Your firm can earn $200 referral reward on eligible plans

Referral rewards are doubled for eligible plans with 50+ employees, applicable to all tiers. Learn more about the reward and discount program.

I already have clients with a Guideline 401(k). Do they count toward my client total?

Yes, all clients with an active Guideline plan will be counted towards your tier status.

Will my clients that already have a Guideline 401(k) qualify for the discount on employer fees?

The discount only applies to new plans added through your Guideline Pro dashboard.

When will the discount apply? Will it be reflected on the monthly invoice?

The discount will start with your client’s first invoice.

  • 1
    All plans of related entities must be administered by Guideline in order to provide compliance testing.
  • 2
    A new Guideline 401(k) plan invited through your dashboard, provided that you do not act as a fiduciary for the plan, is eligible for referral payment. A new plan is defined as a start-up 401(k) plan and does not apply to a preexisting 401(k) plan transferring to Guideline.
  • 3

    Employer fees include the monthly base fee and a monthly participant fee after the new plan begins. Other participant-paid fees will apply. See our here for more information regarding Guideline's fees. This offer cannot be combined with other offers. Guideline reserves the right to modify or discontinue this promotion at any time without prior notice.

  • 4
    The images are illustrative. They are not representative of any client account.
  • 5
    The information is general in nature and is for informational purposes only. You are advised to consult a qualified financial adviser or tax professional before relying on the information provided herein. Requirements to report your exemption may apply. State program details are subject to change by the state without notice and should be checked prior to making any decisions.
  • 6
    As of May 2024
  • 7
    As of August 2024
  • 8
    Forbes’ Most Innovative Fintech Companies of 2022

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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