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Guideline Pro basics & FAQs
How the accountant rewards program works
How the accountant rewards program works
Updated over a week ago

How does the client rewards program work?

Each client that signs up for a Guideline 401(k) through an accountant will receive a discount from Guideline.

By adding more clients, accountants can obtain higher tier status and pass along bigger discounts.¹

  • Under 3 clients - Preferred Tier: Each new client pays no employer fees for 4 months

  • 3-14 clients - Premier Tier: Each new client pays no employer fees for 5 months

  • 15+ clients - Elite Tier: Each new client pays no employer fees for 6 months

I’m not a CPA. Can I join Guideline Pro for Accountants?

Yes, you can. You don’t need any type of accreditation, like CPA, to join. Guideline for Accountants is made up of tax professionals, bookkeepers, and CPAs.

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 free accountants dashboard.

I already have clients with a Guideline 401(k). Do they count toward my client total?

Yes, all existing clients will be included to determine your tier status.

Will my existing clients qualify for the rewards program discount?

The discount only applies to new plans that started after December 7, 2021.

My firm has a Guideline 401(k). Do I qualify for the six-month offer?

Yes, once you sign up for your Guideline Pro, reach out to your Relationship Manager, and we’ll waive your firm’s employer fees for the next six months.

When I add a client that bumps me to a new tier status, will that client get the additional discount?

Once you hit a new tier level, the client that bumps you to the new tier along with any clients added after hitting that tier will receive the corresponding discount. Any previous clients added before reaching that tier level will not be eligible for the new discount.

For example, let’s say you add a second client to your dashboard. That client will get the benefit of no employer fees for 4 months. However, the next plan you add (your third client) will pay no employer fees for 5 months. This discount will remain the same for all new clients until you add 15 clients total and reach Elite Tier. At that point, your sixteenth client, and all future clients, will pay no employer fees for 6 months.

When will the discount apply? Will it be reflected on the monthly invoice?

The discount will start with your client’s first invoice.

Will my clients see their discount during plan setup?

Yes, your clients will see the discount automatically applied when they are setting up their plan.

I have been sending clients to Guideline for years, but I didn’t know this program existed. Will I be able to see those client’s plans once I sign up?

Once you sign up, you’ll be able to add your existing customers through your Guideline dashboard. To do so, simply enter your clients’ EINs, then ask them to give you access from their administrator dashboard. These clients will be included to determine your tier status, but will not qualify for the employer fee discount.

Where can I see or track my tier status?

Your tier status will appear on the main page of your Guideline dashboard. You will also be able to track your progress toward hitting the next tier.

Is there anything I can add on my website to show I am a Guideline partner?

Yes, you can. Reach out to your dedicated Relationship Manager and they will be happy to provide you with your badge.

When will my firm receive our 6 months free?*

If you’re opening a new Guideline 401(k) plan, you’ll receive your discount when you start your plan as long as you’ve joined Guideline for Accountants.

I saw that Guideline has an end of year promotion. Can my firm or clients combine that discount with the rewards program discount?

No, we do not combine discounts. We will honor the higher value discount for you and your clients.

* Employer fees include the monthly base fee and a monthly participant fee after the new plan begins. Other participant-paid fees will apply. See our Form ADV 2A Brochure for more information about our fees. This offer can’t be combined with other offers. Guideline reserves the right to modify or discontinue this promotion at any time without prior notice.

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