Guideline logo and QuickBooks logo

Give your clients a QuickBooks-integrated 401(k)

Make 401(k) management easy with our affordable plans, dedicated support, and QuickBooks integration.1

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

  • Guideline G logo
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  • Quickbooks logo

Save time and hassle for your clients

Our platform securely syncs QuickBooks Payroll data and other providers with Guideline 401(k) data so any updates are reflected in both places automatically.
  • Automatic deductions

    401(k) contributions are automatically deducted each pay run. No need to maintain deductions or manually re-enter payroll data.
  • Guided employee onboarding

    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.

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.2,3
  • QuickBooks-integrated 401(k) plans
  • Compliance Testing
  • Dedicated relationship manager
  • Referral rewards
  • Pass-through discounts
  • Guideline Pro dashboard
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.4
  • 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.5
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.3
  • 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.4

Calculator

Estimate 401(k) plan costs

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
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.7

Guideline at a glance

  • 60k+
    business clients
  • 4,000+
    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.

Frequently asked questions