Employees
Account & Enrollment
- Do Guideline Plans Allow for Voluntary After-Tax Contributions In Order to Permit “Back Door” Roth Rollovers?
- Where can I find my Account Statements?
- How do I set up Two-Step Verification?
- How do I update my name in my Guideline account?
- How do I change my contribution rate?
- I would like to stop making contributions, how do I opt-out?
Distributions and Rollovers
- I’m a non-US resident, am I eligible to participate?
- How Long Will My 401(k) Loan Request Take?
- How Do I Request a 401(k) Loan?
- Do I Qualify for a 401(k) Loan?
- I was auto-enrolled — can I get my money back?
- When must a participant take a 401(k) required minimum distribution?
Retirement Planning
- Annual 401(k) Employee Deferral Limit
- Unpacking the benefits of a 401(k)
- What are mutual funds?
- What's Dollar-Cost Averaging?
- I heard the economy is bad right now - Why should I invest?
- What is an AUM fee?
Individual Retirement Accounts
- What are the income limitations for IRA contributions?
- How much can I contribute to my IRA account?
- Choosing Between a Traditional IRA and a Roth IRA
- When must I take a Required Minimum Distribution from my Traditional IRA?
- Are Contributions to my Traditional IRA Deductible?
- Tax Documents and Reporting Rules for IRA and 401(k)s