Hours of Operation: Monday - Friday, 6 am - 4 pm PST
Please note that Guideline hours of operation follow stock market holidays.
If you are reaching out because you are separated from your company and have questions about distributing your funds from your Guideline account, you may view the instructions in this article. If you need further assistance, please contact our distribution line at (888)-498-2766.
Our customer success team is happy to provide support to participants of 401(k) plans via email by submitting a ticket through this form or by phone at (888) 344-5188.
Plan Administrator Support
For questions related to administering and managing plans after first contributions, Plan Sponsors and other Administrators can email email@example.com or call 888-228-3491 ext. 2 to reach an Account Manager.
Employer Onboarding Support
If you are in the process of setting up your Guideline 401(k) plan you can email firstname.lastname@example.org or if you would like to discuss your company’s options and learn more about plan design email email@example.com. Our Sales team can also be reached by phone at 888-228-3491 ext. 1.
For questions regarding an Employer Sponsored SEP IRA plan, email us at firstname.lastname@example.org.