Employers
Taxes
Plan Setup
- I signed the Plan Document, what happens next?
- When will my Guideline plan begin?
- When will employees be invited to create their accounts?
- First Payday with Contributions
- Plan Setup: What does “Investments Confirmed” mean?
- How to Verify your Bank Account using Micro-deposits while Setting up your Company’s Plan
General
- How to Add or Edit a Bank Account
- How To Add A Collaborator
- Invoicing and Billing
- How to Upload a Payroll Journal
- How to Resend an Invitation Email
- Reconnecting Intuit QuickBooks Online to your Guideline 401(k)
Contributions
- What are the advantages of automatic enrollment for employers?
- How do I request an Owner’s Draw?
- Am I eligible to make an Owner’s Draw?
- Making a Profit Sharing Contribution
- Benefits of Profit Sharing Contributions
- Reviewing and Electing Profit Sharing Formulas
Nondiscrimination Testing
- Compliance testing: What plan sponsors need to know
- Safe Harbor plans help you avoid year-end plan corrections
- Controlled groups: Why do they matter?
- Mitigating steps to ensure ADP/ACP, Top-Heavy pass
- Prepare: Plan design risks, pitfalls, and best practices
- Participating in your 401(k) as an owner officer, or highly compensated employee