How do I setup my Guideline 401(k) account?

If your employer has already set up a Guideline 401(k) plan, all eligible employees will receive emailed enrollment instructions to set up their account under the subject line "Your Company's Name" 401(k) Plan Automatic Enrollment Notice.  To setup your Guideline account, you must click on your unique enrollment link provided in that email and follow the instructions to create your account, set your contribution rate, and choose your investment portfolio.

If you can’t find your unique enrollment link, contact participant support and we’ll send you another one.

If you didn’t receive an enrollment invite it might mean you’re not yet eligible to participate. Please note that eligibility requirements vary from company to company and we’ll notify you when your eligibility date comes close.

In addition to creating a strong password, the Department of Labor has shared other ways to reduce the risk of fraud and loss to your retirement savings. See their online security tips.


Setting up your account to allow you to routinely monitor your retirement savings online is only one of many online security tips the Department of Labor recommends. See other tips they’ve shared here.

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