Benefits professionals

Help your clients do retirement right

Modernize your retirement offerings with our tools and support–join Guideline for Benefits Pros today.

Guideline for benefit professionals
Guideline for benefit professionals

Retirement plans your clients will love

  • Quick setup

    Quick setup

    You and your clients can set up a 401(k) plan in 20 minutes.

  • All in one experience

    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.

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
Guideline team member
Guideline team member

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.

We connect with top payroll providers

With payroll integration, we can seamlessly connect their payroll and 401(k). Plus, automate employee onboarding, payroll deductions, and more.

  • and more
  • and more

Open an account in 20 minutes

We can walk you through the next steps.

Sign up today
  • 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

  • 44,000+

    business clients

  • 2,500+

    professional partners

  • $10B+

    assets under management

  • Fintech 50

Modernize your retirement offerings with Guideline

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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.