Employees
Distributions & Rollovers
- ★ How to distribute (or rollover) your 401(k) funds from Guideline
- ★ I was auto-enrolled — can I get my money back?
- ★ How do I rollover my retirement account to Guideline?
- What types of retirement accounts can I roll into my Guideline account?
- My rollover check has been mailed to Guideline - what should I expect next?
- When can I roll funds into my Guideline account?
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?
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?