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.
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 one of our 360 integration partners can get a largely automated 401(k). We can securely sync employee data, track 401(k) eligibility, and process deductions.
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.
YOUR NEW DASHBOARD
Manage everything in one place
As a Guideline partner, you can receive savings for your firm and perks to pass along to clients.
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
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.
Add your clients
Invite clients directly from your dashboard.
Design their plans
Help clients set up retirement plans that work for them.
Guideline at a glance
Advisor and accountant partners
Assets under management
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
- 6-15 clients - Premier Tier. Each new client pays no employer fees for 5 months
- 16+ 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 benefit program discount?
The discount only applies to new plans added starting starting September 28, 2021.
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.