Make 401(k) management easy with our affordable plans, dedicated support, and QuickBooks integration.1
Prefer to chat? Give us a call at (888) 588-4698.
See our Privacy Policy to learn how we use and protect your information.
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.
Set your clients up with a Guideline 401(k) by joining Guideline Pro. There are no fees to join.
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.2,3
Retirement plans you and your clients will love
Low and predictable monthly costs - making it easy for your clients to budget and plan.4
We handle recordkeeping, investment management, compliance testing, and more.
Access to professionally managed portfolios, live support, a mobile app, and more.5
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
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.3
For your clients
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.4
If your client is starting a new 401(k), they may be eligible to receive up to $16,500 in tax credits over the plan’s first three years to help offset these plan costs.6
1
Sign up for your free account or schedule a demo with our team.
2
Easily manage all of your clients plans in one place.
3
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.7
50K+
business clients
3,000+
Guideline Pro Partners
$15B+
assets under management
Fintech 50
Help your clients modernize their retirement plan
See our Privacy Policy to learn how we use and protect your information.
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.
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.
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.
Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline Pro and connect to your dashboard.
Yes, as a valued Guideline Pro, we’ll waive your firm’s employer fees for the next 6 months.4
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.3
Preferred Tier | 1-2 clients
Premier Tier | 3-14 clients
Elite Tier | 15+ clients
Referral rewards are doubled for eligible plans with 50+ employees, applicable to all tiers. Learn more about the reward and discount program.
Yes, all clients with an active Guideline plan will be counted towards your tier status.
The discount only applies to new plans added through your Guideline Pro dashboard.
The discount will start with your client’s first invoice.