Help keep clients compliant by avoiding these 401(k) pitfalls
401(k) compliance can be complicated - but it doesn’t have to be. Learn how easy it can be to stay compliant amidst all the regulations set by the Department of Labor (DOL) and Internal Revenue Service (IRS) so that your client’s 401(k) is fair and balanced for all of their employees.
Grow with Guideline Pro
Guideline Pro is a platform for financial and benefits professionals like accountants, advisors, and HR consultants. It’s free to join and comes with tools and support — and of course seamless 401(k) plans for your clients. 1
- Dedicated relationship manager
- Guideline Pro dashboard
- Robust payroll integrations
- Compliance testing
- Low, predictable costs
- Flexible plan design
Having a single point of contact to answer any questions and help guide my clients is huge. With Guideline, we don't just get a relationship manager, we get a solutions provider.Client of Guideline. Views may not be representative of other clients.
Designed for you and your clients
Accounting professionals
CPAs, bookkeepers, and outsourced CFOs can easily help their clients offer a 401(k) and earn referral rewards. Learn more
Financial advisors
Our platform empowers broker dealers and RIAs with a comprehensive dashboard and built-in billing. Learn more
Benefits professionals
HR consultants and brokers can enhance benefits packages with an affordable 401(k), plus earn referral rewards. Learn more
Business consultants
We work with a variety of consultants. If you don’t see your role here, reach out to our team. Get started
Guideline at a glance
50K+
business clients
3,000+
Guideline Pro partners
$15B+
assets under management2
Fintech 50
Help your clients modernize their retirement plan
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