Accounting professionals

Give your clients a roadmap to retirement

With Guideline for Accountants, you get the tools and support you need to grow your firm—join for free today.

Call our team

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

state mandated retirement plans
state mandated retirement plans

Retirement plans your clients will love

  • Easy setup and management

    You and your clients can set up a 401(k) plan in 20 minutes. From there, it’s pretty hands off. We’ll take care of recordkeeping, investments, government filings, and more.

  • Seamless payroll integration

    Clients using select payroll providers can get a largely automated 401(k). We can securely sync employee data, track 401(k) eligibility, and process deductions. Learn more

  • Affordable prices

    With plans that have low monthly costs and no transaction fees, you can set your clients on the right track right away. Monthly plans start at $49 plus $8 per participating employee.

Manage everything in one place

With our intuitive dashboard, you can strengthen the retirement consulting arm of your practice.

  • Visibility of all clients’ Guideline 401(k) plans

  • Plan management capabilities

  • Invite clients directly from your dashboard

Guideline Accountants dashboard visual
Guideline accountants dashboard visual

Add clients. Give rewards. Repeat.

Add clients.
Give rewards.
Repeat.

As a Guideline partner, 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 Advisors, you can rely on your dedicated relationship manager to help with outstanding tasks and answer your questions.

Let's grow your financial advisor business

  • 1

    Open an account in about 20 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.

Guideline at a glance

  • 30,000+

    business clients

  • 1,250+

    advisor and accountant partners

  • $6B+

    assets under management

  • Fintech 50

Invest in your business and your people.

Prefer to chat?

Frequently asked questions

How does the client rewards program work?

Each client that signs up for a Guideline 401(k) through a GFA 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.