Become a partner
Give your clients and customers more
Our platform makes it easy to provide access to affordable and seamless retirement plans.
Become a Guideline partner
We’re here to help make your vision our mission
Retirement plans that employers and employees love
Seamless and secure API integrations
Dedicated support & relationship managers
Who we work with
We partner with payroll providers to create native retirement savings experiences for their customers. Our API integrations and seamless user experience can broaden the value of core partner services and help increase retention.
As a software-first company, we’re always looking for the next great integrated frontier. Reach out if you think our technologies and companies can be stronger together.
We’re on a mission to help small businesses. If that’s your mission too, then we should talk. Our products and tech can help you provide more value to small businesses through additional brand awareness, potential co-marketing opportunities and discounts on services.
Employers are increasingly looking for a more holistic approach to employee benefits to attract, retain, and engage top talent. We have the suite of products and the technology chops to seamlessly integrate our retirement benefits into your portfolio—helping your firm become more of the one-stop benefits shop that business owners are looking for.
We provide accountants, bookkeepers and CPAs with tools and support to better advise their clients—including end-to-end plan visibility, dedicated support, and exclusive perks and rewards.
With Guideline, financial advisors can provide their clients with an easy, affordable retirement plan, while still adding their advisory fee to the plan. Once selected, we’ll launch and administer the plan, so advisors can focus on serving their clients.
Who we work with
Technology partners
We partner with payroll providers to create native retirement savings experiences for their customers. Our API integrations and seamless user experience can broaden the value of core partner services and help increase retention.
As a software-first company, we’re always looking for the next great integrated frontier. Reach out if you think our technologies and companies can be stronger together.
Affiliate and referral partners
We’re on a mission to help small businesses. If that’s your mission too, then we should talk. Our products and tech can help you provide more value to small businesses through additional brand awareness, potential co-marketing opportunities and discounts on services.
Benefits professionals
Employers are increasingly looking for a more holistic approach to employee benefits to attract, retain, and engage top talent. We have the suite of products and the technology chops to seamlessly integrate our retirement benefits into your portfolio—helping your firm become more of the one-stop benefits shop that business owners are looking for.
Accounting professionals
We provide accountants, bookkeepers and CPAs with tools and support to better advise their clients—including end-to-end plan visibility, dedicated support, and exclusive perks and rewards.
Financial advisors
With Guideline, financial advisors can provide their clients with an easy, affordable retirement plan, while still adding their advisory fee to the plan. Once selected, we’ll launch and administer the plan, so advisors can focus on serving their clients.
By becoming a Guideline partner, you remain an independent third-party provider. Guideline makes no representations to its clients as to partner qualifications or services. It is each client’s responsibility to conduct due diligence into the providers’ qualifications, services, fees, and suitability prior to engaging.
Let’s get to work
Tell us more about your business to get started.