Give your clients a QuickBooks-integrated 401(k)

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

Phone icon symbolizing ease of setting up a Guideline 401(k) plan.

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

Guideline for Accountants
Guideline for Accountants

401(k) plans your clients will love

  • Quick setup

    You and your clients can set up a Guideline 401(k) plan in just 20 minutes.

  • All in one experience

    Easy admin

    We take care of government filings like the Form 5500 and 1099-R, compliance testing, investment management, and more.

  • Affordable plans

    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.

  • 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. 

Manage their plans with ease

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

Add clients. Give rewards. Repeat.

Add clients.
Give rewards.

When you join Guideline for Accountants, you can receive savings for your firm and perks to pass along to clients.

  • For your firm

    No employer fees for 6 months

    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

    No employer fees for up to 6 months

    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.

Dedicated relationship manager
Guideline team member
Guideline team member

Dedicated relationship manager

We can help you help your clients

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.

Let's grow your accounting practice

  • 1

    Open an account in minutes

    There are no fees to join Guideline for Accountants. Reach out via phone or email to set up your account.

  • 2

    Add your clients

    Invite clients directly from your dashboard.

  • 3

    Design their plans

    Help clients set up retirement plans that work for them.

Modernize your retirement offerings

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

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Guideline at a glance

  • 44,000+

    business clients

  • 2,500+

    advisor and accountant partners

  • $10B+

    assets under management

  • Fintech 50

Frequently asked questions

How does the client rewards program work?

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.

  • 1-5 clients - Preferred Tier
    Each new client pays no employer fees for 4 months
  • 6-14 clients - Premier Tier
    Each new client pays no employer fees for 5 months
  • 15+ clients - Elite Tier
    Each new client pays no employer fees for 6 months

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

Yes, all existing clients will be included to determine your tier status.

Will my existing clients qualify for the rewards program discount?

The discount only applies to new plans added starting September 28, 2021 or later.

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

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

I'm not a CPA. Can I join Guideline for Accountants?

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.

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

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

Will I have a dedicated point of contact at Guideline?

Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline for Accountants and connect to your free accountants dashboard.

Do you integrate with other Payroll providers besides QuickBooks?

Yes, here's a full list of integrated partners.