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.
See our Privacy Policy to learn how we use and protect your information.
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
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
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.
Stay ahead of state retirement mandates
States across the country have enacted retirement plan mandates to help individuals save for retirement. While the rules of each state vary greatly, they currently all give employers the option to choose between the state-sponsored plan or a private plan, like a Guideline 401(k).
Guideline at a glance
40,000+
business clients
1,250+
advisor and accountant partners
$8B+
assets under management
Fintech 50
Invest in your business and your people.
See our Privacy Policy to learn how we use and protect your information.
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.