Benefits professionals
Help your clients do retirement right
Modernize your retirement offerings with our tools and support–join Guideline for Benefits Pros today.
Prefer to chat? Give us a call at (888) 588-4698.
See our Privacy Policy to learn how we use and protect your information.
Retirement plans your clients will love
Quick setup
You and your clients can set up a 401(k) plan in 20 minutes.
Easy admin
We take care of government filings, compliance testing, investment management, and more.
Affordable plans
Monthly plans start at $49, plus $8 per participant—with no transaction fees.
More state mandates are coming this year.
See if your clients will be impacted
Manage everything in one place
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
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 Benefits Pros, you can rely on your dedicated relationship manager to help with plan design and answer your questions.
1
Schedule a demo
There are no fees to join Guideline for Benefits Pros. Reach out via phone or email to set up your account.
2
Add your clients
Invite clients directly from your dashboard.
3
Set up their plans
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.
Guideline at a glance
35,000+
business clients
1,250+
professional partners
$7B+
assets under management
Fintech 50
Modernize your retirement offerings with Guideline
See our Privacy Policy to learn how we use and protect your information.
Prefer to chat?
9 a.m. - 7 p.m. ET, Monday through Friday
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 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.
- 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 plans signed through a 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.
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 Benefits Pros and connect to your free dashboard.