Plan Setup: What does “Investments Confirmed” mean?

Investments Confirmed” is a milestone during your company’s plan setup. This occurs 5 - 7 business days after your first 401(k) contributions to the plan. At this point, your employees will be able to see their first contributions into their accounts. 

Your new point of contact for any inquiries will be our Account Management team. You can reach them at clients@guideline.com or call 888-228-3491. If you are transferring an existing 401(k) plan to Guideline, please continue to stay in contact with your Onboarding Specialist to complete the transfer process.

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