Employees
Account & Enrollment
- ★ What is profit sharing?
- 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?
Distributions & Rollovers
- ★ Do I qualify for a withdrawal (or rollover)?
- ★ Do I qualify for a hardship withdrawal?
- ★ Learning about my rollover options
- ★ Choosing between a loan and hardship withdrawal
- Where is my check?
- Rolling over your 401(k) to an IRA after leaving your company
Retirement Planning
- ★ Understanding Guideline's managed portfolios
- 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?