Powered by Guideline. Connected with QuickBooks.

Guideline and QuickBooks Online make 401(k) management easy and affordable—monthly plans start at $49, plus $8 per participant with no transaction fees.

  • 1

    Connect with QuickBooks

  • 2

    Build your plan

  • 3

    Set a start date

Let’s get started

Intuit is not a client of Guideline. Guideline pays a fee for each 401(k) & SEP IRA client referred by Intuit as outlined in our written solicitation arrangement with Intuit. We'll provide additional disclosures prior to opening an account with Guideline. See our Privacy Policy to learn how we use and protect your information.

401(k) Conversion Plans
Traditional IRA, Rollovers and Roth IRA
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How payroll and a 401(k) work together

Our platform will securely sync your QuickBooks Payroll and Guideline 401(k) data so any updates or changes will be reflected in both places automatically—saving you time and hassle.

  • Simple employee onboarding

    When employees become eligible to join the plan, we’ll notify and enroll them on your behalf—and provide full support along the way.

  • Hassle free plan administration

    401(k) contributions are automatically deducted each pay run. No need to maintain deductions or manually re-enter payroll data.

401(k) pricing

Plans that fit your company,
budget, and goals

All Guideline
plans include

  • Full integration with QuickBooks.

  • Automated plan admin, including recordkeeping, custodial services, compliance testing, and guided employee onboarding.

  • 3(38) and 3(16) fiduciary services, including filing IRS and DOL reports and signing your 5500.

  • Mobile app, which makes it easy for participants to set up and manage their account.

Employer pricing

  • Core

    $49/ month 

    + $8/mo per active participant

    A foundational Safe Harbor 401(k) plan with streamlined admin and an employer contribution.

    Get started
    • Safe Harbor plan with an employer contribution

    • Must connect with an integrated payroll provider

  • Flex

    $79/ month

    + $8/mo per active participant

    A flexible 401(k) with more plan design options and features.

    Get started
    • Safe Harbor or Traditional plan with an optional employer match

    • Additional features like vesting and profit sharing

    • Supports any payroll provider

  • Enterprise

    Starting at

    $129 / month

    Contact sales for pricing

    Our most custom 401(k) with exclusive pricing options and premium support.

    Contact sales
    • Exclusive pricing options

    • Dedicated, preferred support for plan admin and employees

    • Early access to new features

    • Support for conversion plans and legally-related groups

Employee pricing

Starting at

0.08%/ year

That’s about 67¢ a month for every $10,000 saved

Your employees will get access to educational webinars, live support and more.

Calculator

Estimate your plan costs

If you’re starting a new 401(k), your small business may be eligible to receive up to $16,500 in tax credits over the plan’s first three years to help offset initial plan costs.

Retirement plans that put people first

  • A guiding hand

    We provide educational investing webinars, portfolio recommendations, and live support.

  • Seamless tech integrations

    Simple management

    Our modern dashboard and mobile app lets your employees view their savings and make updates at any time.

  • Low-cost investments

    The low-cost funds in our managed portfolios are diversified across asset classes. View our full fund menu.

  • Security

    Intelligent investing

    All of our investment portfolios rebalance automatically to help your employees’ retirement goals stay on track.

Guideline at a glance

  • 44,000+

    business clients

  • $10B+

    invested for retirement on our platform

  • Fintech 50

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Everyone has a future.
Now everyone can invest in one.

Let’s get started

Contact us