You and your clients can set up a Guideline 401(k) plan in just 20 minutes.
We take care of government filings like the Form 5500 and 1099-R, compliance testing, investment management, and more.
Monthly plans start at $49, plus $8 per participant—with no transaction fees.
Set your clients up with a Guideline 401(k) by joining Guideline for Accountants. There are no fees to join.
Our platform securely syncs QuickBooks Payroll data and other providers 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.
Our Guideline for Accountants dashboard can help you modernize and simplify your retirement offerings.
See all clients’ Guideline 401(k) plans
Set up and manage plans as needed
Invite clients directly from your dashboard
When you join Guideline for Accountants, you can receive savings for your firm and perks 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 perk you can give.
Your clients turn to you for professional advice. With Guideline for Accountants, you can rely on your dedicated relationship manager to help with outstanding tasks and answer your questions.
There are no fees to join Guideline for Accountants. Reach out via phone or email to set up your account.
Invite clients directly from your dashboard.
Help clients set up retirement plans that work for them.
advisor and accountant partners
assets under management
Each client that signs up for a Guideline 401(k) through an accountant will receive a discount from Guideline. By adding more clients, accountants 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 starting September 28, 2021 or later.
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 for Accountants is made up of tax professionals, bookkeepers and CPAs.
The discount will start with your client’s first invoice.
Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline for Accountants and connect to your free accountants dashboard.