Accounting professionals
Give your clients a roadmap to retirement
With Guideline, you get 401(k) plans, tools, and support to better guide your clients.
See our Privacy Policy to learn how we use and protect your information.
Retirement plans your clients will love
Easy setup
You and your clients can set up a 401(k) plan in 20 minutes. From there, we’ll take care of recordkeeping, filings, and more.
Seamless technology
We integrate with popular payroll providers to provide a largely automated 401(k).
Affordable pricing
Your clients will get a 401(k) with low monthly costs, low-cost investment options, and no transaction fees.
Help grow your retirement business
Guideline Pro is a free program for accounting professionals, bookkeepers, and CPAs. We combine technology and expertise so you can better guide your clients to a secure retirement. Learn more
Intuitive client dashboard
Plan management capabilities
Dedicated relationship manager
Retirement education
More state mandates are coming this year.
See if your clients will be impacted
Add clients. Give rewards. Repeat.
Add clients.
Give rewards.
Repeat.
As a Guideline partner, you can receive savings for your firm and discounts 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 discount you can give.
We connect with top 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
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1
Set up a Guideline Pro account
Schedule a demo with our team or set it up on your own — there are no fees to join.
2
Add your clients
Invite clients directly from your dashboard.
3
Design their plans
Set them up yourself or work with your relationship manager to design their 401(k) plans.
Stay on top of state mandates
Our relationship managers can help guide you through the different mandates and requirements.
Guideline at a glance
45,000+
business clients
2,500+
advisor and accountant partners
$10B+
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
How does the client rewards program work?
When a client signs up for a Guideline 401(k) that’s connected to a Guideline Pro account, they’ll receive a discount from us. By adding more clients, accounting professionals can obtain higher tier status and pass along bigger discounts.
- Under 3 clients - Preferred Tier
Each new client pays no employer fees for 4 months - 3-14 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 through your Guideline Pro dashboard on or after September 28, 2021.
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 Pro?
Yes, you can. You don’t need any type of accreditation, like CPA, to join. Guideline Pro is made up of financial professionals who want to help their clients set up retirement plans. This includes tax professionals, bookkeepers, CPAs, and more.
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 Pro and connect to your dashboard.