Employees
Account & Enrollment
- What if my employer doesn’t offer a match?
- What are my Guideline 401(k) fees?
- What are investment fees?
- What are individual fees?
- What are plan administration fees?
- What are the advantages of automatic enrollment for participants?
Distributions and Rollovers
- Taking a 401(k) cash disbursement after leaving your company
- Rolling over your 401(k) to a non-Guideline IRA after leaving your company
- Rolling over your 401(k) to your new employer’s plan after leaving your company
- Rolling over your 401(k) to a Guideline IRA account after leaving your company
- Keeping your funds in your Guideline 401(k) account after leaving your company
- What happens to my Guideline 401(k) account if I leave the company?
Retirement Planning
- What are Roth 401(k) contributions?
- What are pre-tax 401(k) contributions?
- Choosing between pre-tax or Roth 401(k) contributions
- What is considered employee compensation for your 401(k) Plan?
- What are mutual funds?
- What's Dollar-Cost Averaging?
Individual Retirement Accounts
- What are the income limitations for IRA contributions?
- How much can I contribute to my IRA account?
- Choosing between a Traditional IRA and a Roth IRA
- When must I take a Required Minimum Distribution from my Traditional IRA?
- Are Contributions to my Traditional IRA Deductible?
- Tax Documents and Reporting Rules for IRA and 401(k)s