Guideline 401(k) process for accountants

This process template outlines the steps to get your client set up with a Guideline 401(k) plan. This workflow highlights the process of learning more about Guideline and the 401(k) that they offer, getting your Guideline for Accountants account set up, and the ease of onboarding your clients with a Guideline 401(k).

This workflow template enables:

1. Scheduling a meeting with a Guideline for Accountants representative

2. Getting yourself set up with a Guideline for Accountants account

3. The process of setting up your client with a Guideline 401(k) plan

Learn more about Guideline 401(k) and the Guideline for Accountant program here.