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)
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?