Employers
Government Filings
- How do I read my Form 5500-SF?
- Does my plan require an audit with the Form 5500 filing?
- Where can I find the Form 5500 filed by Guideline?
- Does Guideline handle Form 5500 filings?
- When is the Form 5500 filing due?
- What is a Form 5500?
Plan Setup
- Common plan administrator questions
- 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?
General
- What happens if I fail to inform Guideline of a potential partial plan termination?
- How do I prove that the reduction in participants was simply due to routine turnover in my business?
- What is considered an employer-initiated severance?
- What if I believe a partial plan termination has occurred?
- What types of events would lead to a plan being deemed a partial termination?
- What is a partial plan termination?
Contributions
- Running a Special Payroll (Bonus, Off Cycle, Commission Pay)
- What are Lost Earnings?
- What are profit sharing and nonelective contributions?
- How are employer matching contributions calculated?
- What are my employer matching contribution options?
- What are my plan’s employer contribution options?
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