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.
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
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.
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
As a Guideline partner, you can receive savings for your firm and perks to pass along to clients.
For your firm
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
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.
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.
There are no fees to join Guideline for Accountants. Reach out via phone or email to set up your account.
Invite clients directly from your dashboard.
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).
advisor and accountant partners
assets under management
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.
Yes, all existing clients will be included to determine your tier status.
The discount only applies to new plans added starting September 28, 2021 or later.
Yes, as a valued Guideline partner, we’ll waive your firm’s employer fees for the next 6 months.
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.
The discount will start with your client’s first invoice.
Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline for Accountants and connect to your free accountants dashboard.