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  1. Guideline Inc.
  2. Employees

Employees

Distributions & Rollovers

  • ★ How to distribute (or rollover) your 401(k) funds from Guideline
  • ★ How do I rollover my retirement account to Guideline?
  • Do I need to report my contributions from this year if I’m rolling over that account to Guideline?
  • I need a medallion signature guarantee - can Guideline provide one?
  • How do I roll over the funds from one Guideline 401(k) account to another Guideline 401(k) account?
  • Requesting a Letter of Acceptance (LOA)
See all 35 articles

Account & Enrollment

  • I do not see deductions for my first paycheck in January
  • How do I close my Guideline account?
  • What is a blackout period?
  • What happens to my non-vested account balance if I leave my company?
  • What is a graded vesting schedule?
  • What is a cliff vesting schedule?
See all 38 articles

Retirement Planning

  • I would like to max out, how can I make sure I reach the annual limit for the year?
  • When will my portfolio change take effect?
  • Can I choose different allocations for my current portfolio vs. future contributions?
  • Guideline’s investment principles
  • What is an IRS Form 8915-E?
  • What is portfolio rebalancing?
See all 29 articles

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