Powered by Guideline.
Connected with
QuickBooks.

QuickBooks partners with Guideline to provide a seamless 401(k) with low monthly costs and no transaction fees.

Phone icon symbolizing ease of setting up a Guideline 401(k) plan.

Want to learn more? Reach out to our team (888) 228-3491.

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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.

Powerful plans for
businesses of any size

Our 401(k) plans come with low monthly costs and no transaction fees. So you won’t have to pay extra for plan setup, plan transfers, or 5500 prep.

  • Starter
    $39
    / month
    + $4/mo per active participant

    A simplified 401(k) with limited features and easy administration.

    • $6,000 employee contribution limit

    • No employer contributions

    • Must be a new 401(k) plan

    • Must connect with an eligible payroll provider

  • Core
    Most popular
    $89
    / month
    + $8/mo per active participant fee

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

    • $22,500 employee contribution limit

    • Safe Harbor or Traditional 401(k)

    • Features like employer contributions and profit sharing

    • Can connect with any payroll provider

  • Enterprise
    $149
    / month
    + active participant fee

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

    • $22,500 employee contribution limit

    • Exclusive pricing options

    • Premium support for plan admin and employees

    • Access to Participant Perks

    • Support for 401(k) plan transfers

Foundational services & features on every plan

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    Automated plan admin

    We handle recordkeeping, custodial services, compliance testing, and guided employee onboarding.

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    3(38) and 3(16) fiduciary services

    We can help file IRS and DOL reports and sign your 5500.

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    Mobile app

    Your team can set up and manage their 401(k) account on their phone.

  • $0 rollover fee
  • $0 loan fee
  • $0 distribution fee

Refer to Guideline’s Form ADV 2A Brochure for additional information regarding Guideline’s fees.

Help employees save more

Active employees are only charged an annual account fee starting at 0.15% with no transaction fees.

Refer to Guideline’s Form ADV 2A Brochure for additional information regarding Guideline’s fees.

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.

  • Intelligent investing

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

Guideline at a glance

  • 50K+

    business clients

  • $14B+

    invested for retirement on our platform

  • Fintech 50

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

Contact us