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As a plan sponsor, where can I find my account statements?
As a plan sponsor, where can I find my account statements?

Account statements and reports are available within your administrator dashboard. Here's how to access them.

Updated over a week ago

Guideline provides annual reports, customizable transaction reports, and contribution reports within the Reports tab of your Guideline administrator dashboard.

Your trust statements and quarterly statements can be found within the Resource Library of your “Account Documents” folder, which can be found in the top right corner under the company name drop down of your Guideline administrator dashboard.

When do statements become available?

Your quarterly statement will be released in your dashboard approximately 1-2 weeks after the quarter ends and will reflect account activity and account balances for that quarter.

For quarterly statements, if a pay period was fulfilled after the quarter ends, this will show within the following quarter’s statement. You may also access quarterly statements within your Benefit Trust Company (BTC) portal.

Your year-in-review contribution reports are available within the Annual Reports folder of your Reports tab throughout the year and will reflect a contribution summary along with transaction reports that provide an up-to-date overview of your overall 401(k) benefit activity. For example, your 2023 annual report will become available after the start of the year and will continue to update regularly throughout the year.

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