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Guideline & retirement basics
Security, account access, & investments
39 articles
What's the difference between a standard 401(k) and an IRA?
When should I start saving for retirement?
Will social security be enough for retirement?
What is an investment portfolio?
What are investment fees?
What is a mutual fund?
Tips for keeping your retirement account beneficiaries up to date
I heard the economy is bad right now – why should I invest?
What is dollar-cost averaging?
How direct and indirect rollovers work?
Why marital status matters when designating a beneficiary
ERDs vs. NERDs: allowable rollover distributions and withholding requirements
What is a qualified distribution from a Roth 401(k) or IRA?
When to consider increasing your retirement contribution rate
How do I reset my password?
How do I set up two-factor authentication (2FA)?
What Guideline does to keep accounts secure
Why is my email address not being recognized during login?
How do I opt out of the sale of my personal information?
Where can I find my Guideline account ID?
Are my Guideline 401(k) assets protected?
Two-factor authentication (2FA) troubleshooting tips
How is my portfolio performing?
Understanding Guideline's managed portfolios
How to create a custom portfolio
What to consider when building a custom portfolio
What is portfolio rebalancing?
Guideline’s investment principles
When will my portfolio change take effect?
Guideline funds menu update: 401(k) and IRA participant FAQs
Guideline funds menu update: plan sponsor and partner FAQs
Why does VMFXX show up as an investment in my portfolio?
What investment options does Guideline offer?