Guideline 401(k) Process for Accountants icon

Guideline 401(k) Process for Accountants

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Download your free Guideline 401(k) Process for Accountants template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Guideline 401(k) Process for Accountants' templateGuideline 401(k) Process for AccountantsIntroduction to Guideline for AccountantsSchedule a call with a Guideline for Accountants RepresentativeCompletedSetting up your Guideline for Accountants accountClaiming your Guideline for Accountants accountCompletedInput the appropriate information to set up your Guideline for Accountants AccountCompletedVerify Firm Information in the applicable fieldsCompletedUsing your Guideline for Accountants AccountRequesting a Guideline Proposal for your clientCompletedInput requested for client information for the Guideline ProposalReady To StartDue Today

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.

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Download your Guideline 401(k) Process for Accountants template now.

  • .XLSX File

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  • Time and Budget Estimates
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