Modernize your retirement offerings with our tools and support–join Guideline for Benefits Pros today.
You and your clients can set up a 401(k) plan in 20 minutes.
We take care of government filings, compliance testing, investment management, and more.
Monthly plans start at $49, plus $8 per participant—with no transaction fees.
See if your clients will be impacted
Strengthen the retirement consulting arm of your practice with our intuitive dashboard.
See all clients’ Guideline 401(k) plans
Set up and manage plans as needed
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 Benefits Pros, you can rely on your dedicated relationship manager to help with plan design and answer your questions.
With payroll integration, we can seamlessly connect their payroll and 401(k). Plus, automate employee onboarding, payroll deductions, and more.
Open an account in 20 minutes
We can walk you through the next steps.
There are no fees to join Guideline for Benefits Pros. Reach out via phone or email to set up your account.
Invite clients directly from your dashboard.
Work with your Relationship Manager to design retirement plans that work for your clients.
Stay on top of state mandates
Our relationship managers can help guide you through the different mandates and requirements.
assets under management
Modernize your retirement offerings with Guideline
When a client signs up for a Guideline 401(k) that’s connected to a benefits professional that is part of Guideline for Benefits Pros, they’ll receive a discount from us. By adding more clients, benefits pros 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 plans signed through a 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.
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 Benefits Pros and connect to your free dashboard.