Guideline Pro partners
For questions regarding your Guideline Pro account, you can contact your Relationship Manager directly. They can answer questions on plan provisions and setup, plan transfers, requesting a proposal, and navigating the Guideline Pro dashboard. You can locate your Relationship Manager’s contact information within your Guideline Pro dashboard.
For general inquiries:
(888) 588-4698
Onboarding clients
Once your clients have signed up for a Guideline 401(k), our Onboarding team will be their best point of contact. They can help complete onboarding tasks, like connecting bank and payroll accounts. This team is dedicated to supporting clients once they have signed, but before the plan is active and assets have been contributed.
Contact:
(888) 588-0446
Resources:
*If your client is on the Enterprise tier, they will be assigned a dedicated Onboarding Specialist.
Employer support for active plans
Once the first contributions have been made, your clients’ plans will be considered “active.” If you or your clients have questions about an active plan, feel free to contact our Client Relationship Management team. They can help with questions you might have about plan amendments, Form 5500 filings, profit sharing, contribution, deductions, and more.
Contact:
(888) 228-3491 , ext. 2
Resources:
*If your client is on the Enterprise tier, they will be assigned a dedicated Client Relationship Manager.
Employees and plan participants
Guideline also offers live support for participants within your clients’ plans. Should an employee have questions about their Guideline 401(k), the Customer Support team is ready to help.
Contact:
(888) 344-5188
Resources: