With Guideline, you get 401(k) plans, tools, and support to better guide your clients.
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.
We integrate with popular payroll providers to provide a largely automated 401(k).
Your clients will get a 401(k) with low monthly costs, low-cost investment options, and no transaction fees.
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
As a Guideline partner, you can receive savings for your firm and discounts 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 discount you can give.
With payroll integration, we can seamlessly connect their payroll and 401(k). Plus, automate employee onboarding, payroll deductions, and more. See payroll integrations
Open an account in 20 minutes
We can walk you through the steps.
Schedule a demo with our team or set it up on your own — there are no fees to join.
Invite clients directly from your dashboard.
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.
advisor and accountant partners
assets under management
Help your clients modernize their retirement plan
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.
Yes, all existing clients will be included to determine your tier status.
The discount only applies to new plans added through your Guideline Pro dashboard on or after September 28, 2021.
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 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.
The discount will start with your client’s first invoice.
Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline Pro and connect to your dashboard.