If details about your company, such as your company name, EIN, contact information, or entity type, have recently changed, it is important that those updates are reflected in your Guideline plan, as well.
To update your information:
Log into your administrator dashboard.
In the upper-right corner of the screen, click on your company name to open the drop down menu and click "Settings."
Within the "Company Information" section, select “Edit” to update the necessary fields.
For company name and EIN changes, you’ll be required to provide supporting documentation, such as a Secretary of State filing.
If you are not the Trustee of the plan, any company information changes will automatically be sent to the Trustee’s Guideline dashboard to confirm. The company information will show as “Pending” until the Trustee completes the dashboard task.