For your firm
For your clients
When a client signs up for a Guideline 401(k) via your invitation, they’ll be connected to your Guideline Pro account. By adding more clients, you can obtain higher tier status and earn more rewards and discounts.1
Preferred Tier | 1-2 clients
Premier Tier | 3-14 clients
Elite Tier | 15+ clients
Referral rewards are doubled for eligible plans with 50+ employees, applicable to all tiers.
Your firm can only earn referral rewards for newly added plans that were invited after you’ve joined the program by signing the Solicitation Agreement located in Firm Settings.1