Employees
Account & Enrollment
- ★ What is profit sharing?
- 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?
- What happens if I exceed the annual deferral limit?
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
- How do I submit a Qualified Domestic Relations Order (QDRO) request?
- I’m getting divorced: What is a Qualified Domestic Relations Order (QDRO)?
Retirement Planning
- ★ Understanding Guideline's managed portfolios
- What is portfolio rebalancing?
- How is my portfolio performing?
- The difference between active vs. passive investment management
- What is an investment portfolio?
- How to create a custom portfolio