SNH Article - Guideline
Retirement savings plans, particularly a 401(k), are a major consideration for many workers. Financial professionals can play a key role in helping businesses establish these plans, but the process can often be complex and time-consuming. Guideline Pro aims to change that by offering a streamlined solution specifically designed for financial advisors and benefits professionals.
Guideline Pro goes beyond simply providing a 401(k) platform for businesses. It offers a comprehensive suite of tools and resources designed to empower financial professionals to better serve their clients.
Cost-Effectiveness: Making Retirement Savings Accessible
Both businesses and plan participants benefit from Guideline's low asset-based fees. This makes Guideline an attractive option compared to traditional 401(k) providers, bringing retirement savings within reach for a wider range of businesses and employees.
A User-Friendly Platform: Streamlining the Setup Process
Setting up a new 401(k) plan can be a daunting task, filled with paperwork and complex procedures. Guideline Pro tackles this hurdle by offering a user-friendly platform that streamlines the process. Financial professionals can complete the setup process in as little as 20 minutes, freeing up valuable time that can be spent on providing strategic retirement planning advice to their clients.
Seamless Integration and Reduced Administrative Burden
The platform seamlessly integrates with over 20 different payroll providers and automatically synchronizes payroll and 401(k) contributions. This integration simplifies plan administration and enhances the overall user experience for employers.
A Win-Win for Financial Professionals, Businesses, and Employees
By offering a user-friendly platform, integrated features, and dedicated support, Guideline Pro empowers financial professionals to streamline the 401(k) setup and management process for their clients. This not only simplifies the lives of financial advisors but also allows them to deliver a more comprehensive and valuable service offering to their clients.
Take a deeper dive into Guideline Pro's offerings and see how it can streamline your 401(k) services. Watch the App Academy recording to learn more about the platform's features and benefits. Click here to access the recording and take the first step towards simplifying retirement solutions for your clients.
This information is general in nature and is for informational purposes only. It shouldn’t be used as a substitute for specific tax, legal and/or financial advice that considers all relevant facts and circumstances. Investing involves risk and investments may lose value. Tax laws and regulations are complex and subject to change. You should consult a qualified financial adviser or tax professional before relying on this information.
Disclosure: Not a client of Guideline. Views may not be representative of others. Guideline compensated Insightful Accountant for this content, which can create a conflict of interest. Read additional disclosure here.
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