Guideline is the easy, affordable way to invest in your financial future. Our retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.
With Guideline Pro, you get tools and expertise to help guide clients to a secure retirement. Plus, 4-6 month discounts for each client you sign up
Safe Harbor 401(k) plans are popular — they make up 71% of Guideline’s plans — because they satisfy most IRS nondiscrimination tests. In exchange, they require a company contribution, but can provide a lot of benefits for your clients and their employees.
SECURE 2.0 is here to help improve America’s retirement system. If your client is looking to start a new 401(k), they may be eligible to receive up to $16,500 in tax credits over the plan’s first three years to help offset initial plan costs.
Check out Guideline’s enhanced Tax Credit Calculator, which now reflects SECURE 2.0 Act tax saving provisions — a great way to show your clients just how affordable a new 401(k) can be.