Employees

Account & Enrollment

• Where can I find my Guideline account number?
• When will my Contributions Settle in my Guideline account?
• How do I create my Guideline account?
• How do I reset my password?
• How do I close my account?
• How do I update my profile?

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Distributions and Rollovers

• How Do I Rollover my Retirement Account to Guideline?
• How are rollovers taxed?
• How are 401(k) distributions taxed?
• Rollover other accounts into your Guideline 401(k)
• Why would I receive a 1099-R and what is it for?
• What happens if I leave the company?

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?

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