Once you leave your company, you may be eligible to rollover your Guideline 401(k) funds into your new employer’s plan.
Processing typically takes about 1-2 weeks, though these timelines can vary. Once your request is submitted, you will receive an email shortly after with an expected timeline, and another email notification when your check is ready for mailing. Please expect approximately 7-10 business days for check delivery via USPS addressed from our custodian, Benefit Trust Company.
When deciding whether to keep your Guideline account open long-term or transferring your funds to another account, you should consider all associated fees. We recommend reviewing Guideline’s fee disclosure here and ADV 2A Brochure here and comparing against the fees charged by other providers to determine whether keeping your Guideline account is the right choice for you.