Accounting professionals
Set clients up with an affordable 401(k)
You can easily help your clients save for retirement with Guideline Pro — join for free today.
See our Privacy Policy to learn how we use and protect your information.
Grow with Guideline Pro
Guideline Pro is a platform for accountants, bookkeepers, CPAs, and other financial and benefits professionals. It’s free to join and comes with tools, support, and perks — and of course seamless 401(k) plans for your clients.,
- Dedicated relationship manager
- Compliance testing
- Guideline Pro dashboard
- Robust payroll integrations
- Pass-through discounts
- Referral rewards
Retirement plans you and your clients will love
Affordable pricing
Low and predictable monthly costs - making it easy for your clients to budget and plan.
All-in-one 401(k)
We handle recordkeeping, investment management, compliance testing, and more.
Employee support
Access to professionally managed portfolios, live support, a mobile app, and more.
Unlock value for your firm and clients
Unlock value for your firm and clients
With Guideline Pro, you can earn rewards for your firm and pass along discounts to clients. As you add more clients, you can unlock more value for everyone.
For your firm
Referral rewards starting at $100
You can earn $100-$200 for each new 401(k), as long as you aren’t a fiduciary on the plan. Rewards are doubled for eligible plans with 50+ employees.
For your clients
No employer fees for 4+ months
We’ll waive employer fees for 4-6 months, for each new client. We’ll even waive employer fees for 6 months for your firm’s own Guideline 401(k) plan.
More state mandates are coming this year.
See if your clients will be impacted
We connect with popular payroll providers
With payroll integration, we can seamlessly connect their payroll and 401(k). Plus, automate employee onboarding, payroll deductions, and more. See payroll integrations
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1
Join Guideline Pro
Sign up for your free account or schedule a demo with our team.
2
Connect to your dashboard
Easily manage all of your clients plans in one place.
3
Invite your clients
Set up their 401(k) or work with your Relationship Manager to design a plan.
Stay on top of state mandates
Our relationship managers can help guide you through the different mandates and requirements.
Guideline at a glance
47,000+
business clients
3,000+
Guideline Pro partners
$12B+
assets under management
Fintech 50
Help your clients modernize their retirement plan
See our Privacy Policy to learn how we use and protect your information.
Frequently asked questions
What is Guideline Pro?
Guideline Pro is a platform for financial and benefits professionals that’s free to join. As a Guideline Pro, you can offer your clients an easy-to-administer 401(k), plus get the tools to design, monitor, and manage all of their plans in one place.
Why join Guideline Pro?
Guideline Pro provides added value to you and your clients, at no additional cost. You have access to a dedicated relationship manager and a dashboard that lets you invite, monitor and manage all of your clients’ plans in one place. In addition to a discount on your own firm’s 401(k) plan, you may even be eligible for referral rewards as well as discounts to share with your clients.
I'm not a CPA. Can I join Guideline Pro?
Yes, you can. You don’t need any type of accreditation, like CPA, to join. Guideline Pro is made up of financial professionals who want to help their clients set up retirement plans. This includes tax professionals, bookkeepers, CPAs, and more.
Will I have a dedicated point of contact at Guideline?
Yes, you will be introduced to your dedicated Relationship Manager after you join Guideline Pro and connect to your dashboard.
My firm has a Guideline 401(k). Do I qualify for the 6-month offer?
Yes, as a valued Guideline Pro, we’ll waive your firm’s employer fees for the next 6 months.
How does the rewards program work?
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.
Preferred Tier | 1-2 clients
- New clients pay no employer fees for 4 months
- Your firm can earn $100 referral reward on eligible plans
Premier Tier | 3-14 clients
- New clients pay no employer fees for 5 months
- Your firm can earn $150 referral reward on eligible plans
Elite Tier | 15+ clients
- New clients pay no employer fees for 6 months
- Your firm can earn $200 referral reward on eligible plans
Referral rewards are doubled for eligible plans with 50+ employees, applicable to all tiers. Learn more about the reward and discount program.
I already have clients with a Guideline 401(k). Do they count toward my client total?
Yes, all clients with an active Guideline plan will be counted towards your tier status.
Will my clients that already have a Guideline 401(k) qualify for the discount on employer fees?
The discount only applies to new plans added through your Guideline Pro dashboard.
When will the discount apply? Will it be reflected on the monthly invoice?
The discount will start with your client’s first invoice.