This process template outlines the steps to get your client set up with a Guideline 401(k) plan.
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:
Scheduling a meeting with a Guideline for Accountants representative
Getting yourself set up with a Guideline for Accountants account
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.