Guideline and QuickBooks Online make 401(k) management easy and affordable—monthly plans start at $49, plus $8 per participant with no transaction fees.
Connect with QuickBooks
Build your plan
Set a start date
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.
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.
When employees become eligible to join the plan, we’ll notify and enroll them on your behalf—and provide full support along the way.
401(k) contributions are automatically deducted each pay run. No need to maintain deductions or manually re-enter payroll data.
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.
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.
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.
We provide educational investing webinars, portfolio recommendations, and live support.
Our modern dashboard and mobile app lets your employees view their savings and make updates at any time.
The low-cost funds in our managed portfolios are diversified across asset classes. View our full fund menu.
All of our investment portfolios rebalance automatically to help your employees’ retirement goals stay on track.
44,000+
business clients
$10B+
invested for retirement on our platform
Fintech 50