Make 401(k) management easy with our affordable plans, dedicated support, and OnPay integration.
You and your clients can set up a Guideline 401(k) plan in just 20 minutes.
We take care of government filings, compliance testing, investment management, and more.
Your clients will get a 401(k) with low monthly costs, low-cost investment options, and no transaction fees.
Set your clients up with a Guideline 401(k) by joining Guideline Pro. There are no fees to join.
Our platform securely syncs OnPay Payroll data with Guideline 401(k) data so any updates are reflected in both places automatically.
401(k) contributions are automatically deducted each pay run. No need to maintain deductions or manually re-enter payroll data.
When employees become eligible to join the plan, we’ll notify and enroll them and provide full support along the way.
Guideline Pro is a free program for accounting professionals, bookkeepers, and CPAs. We combine technology and expertise to help you better guide your clients to a secure retirement. Learn more
Intuitive client dashboard
Plan management capabilities
Dedicated relationship manager
As a Guideline partner, you can receive savings for your firm and discounts to pass along to clients.
For your firm
Open a new 401(k) for your firm or transfer your existing plan to Guideline and we’ll waive your employer fees for 6 months.
For your clients
For each client you sign up, we’ll waive their employer fees for 4-6 months. The more clients you add, the bigger discount you can give.
Schedule a demo with our team or set it up on your own — there are no fees to join.
Invite clients directly from your dashboard.
Set them up yourself or work with your Relationship Manager to design their 401(k) plans.
Help your clients modernize their retirement plan — open a Guideline Pro account today.
advisor and accountant partners
assets under management
When a client signs up for a Guideline 401(k) that’s connected to a Guideline Pro account, they’ll receive a discount from us. By adding more clients, accounting professionals can obtain higher tier status and pass along bigger discounts.
Yes, all existing clients will be included to determine your tier status.
The discount only applies to new plans added through your Guideline Pro dashboard on or after September 28, 2021.
Yes, as a valued Guideline partner, we’ll waive your firm’s employer fees for the next 6 months.
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.
The discount will start with your client’s first invoice.
Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline Pro and connect to your dashboard.