Accounting professionals

Set clients up with an affordable 401(k)

You can easily help your clients save for retirement with Guideline Pro — join for free today.

Phone icon

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

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

60k+
businesses1
4,000+
Guideline Pro partners2
$15B+
invested for retirement3
fast company logo
Innovation by Design Award 20244

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.5,6
  • Dedicated relationship manager
  • Compliance testing
  • Guideline Pro dashboard
  • Robust payroll integrations
  • Pass-through discounts
  • Referral rewards

Demo

Take a tour

Guideline Pro plans are easy to set up and manage
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.7
  • 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.8
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.6
  • 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.7

More state mandates are coming this year.

See if your clients will be impacted

We connect with popular payroll providers

With payroll integration, we can seamlessly connect their payroll and 401(k). Plus, automate employee onboarding, payroll deductions, and more. See payroll integrations

  • and more
  • and more
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.9
Help your clients modernize their retirement plan
See our Privacy Policy to learn how we use and protect your information.

Frequently asked questions