General Referral

For CPAs, brokers, and centers of influence: make a warm intro, we make you look good, and you share in the outcome.

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The General Referral channel is for professionals who meet 401(k) opportunities but don’t want to build plan expertise. You make a warm introduction; we deliver a fast, fiduciary-safe, owner-friendly outcome with a clean process that protects your relationship — and you share in the revenue with no operational burden.

01 | How it works

How the General Referral channel works

Warm introSend the client name, company, and the “why now.” We respond quickly to confirm fit and propose next steps.

Fit & discoveryA structured 20–30 minute call to understand the company, the current plan, and the goals — so we agree on what “good” looks like.

Recommendation & optionsA clear, documented plan-design recommendation with tradeoffs, provider approach, and timeline — so the client decides with confidence.

Implementation & stewardshipWe run the project end-to-end and provide an annual review cadence — keeping surprises off your desk for good.

02 | What you get

Why referral partners send us their clients

We protect your relationship

We never sell around you and we don’t create awkward handoffs. The relationship stays central.

Fiduciary-safe outcomes

We proactively clean up late deposits, testing failures, eligibility errors, and fee opacity before they grow.

Less drag on your team

Fewer emergencies and fewer “can you interpret this notice?” moments landing on your staff.

Revenue share, no burden

Participate in the economics of a clean 401(k) outcome without any operational lift.

TrailGuide extends the promise to every employee

A better plan helps the owner — TrailGuide helps everyone else. When participants leave or retire, they still need guidance, and most fall below traditional advisory minimums. TrailGuide gives the clients you refer a place for their people to get guided wealth advice, so “we make you look good” reaches the whole workforce, not just the C-suite.

Every employee Guided advice for participants below traditional minimums.

At job change Rollover guidance when participants leave or retire.

Owner-friendly A benefit that reflects well on the business you referred.

Your credit The client feels taken care of — and credits your introduction.

03 | Who it's for

Is this the right fit?

The General Referral channel fits trusted advisors who meet plan opportunities but don’t run plans themselves.

CPAs and accounting firms

Brokers and benefits consultants

PEO and payroll partners

Community banks and other centers of influence

General Referral

A fast, fiduciary-safe, owner-friendly 401(k) outcome delivered with a clean process that protects your relationship — and shares the revenue with you.