If you have questions about your Guideline account, our Customer Success team would be happy to assist you.
You can also search our Help Center for answers to common questions.
When communicating with our team, we will ask you to answer questions about yourself and/or the plan for security verification. In general, it’s always helpful to provide your account ID, which can be used as one form of verification.
401(k) participants and IRA users can find their account ID within the dropdown menu under their name in the main navigation of their participant dashboards. Similarly, plan sponsors and administrators can find their account ID within the dropdown menu under their company names in the upper right-hand corner of their administrator dashboards.
Guideline support teams
Employee and participant support
401(k) participants can contact our Customer Success team by submitting a form, emailing email@example.com, or by phone at (888) 344-5188.
If you need assistance distributing funds after separating from your company, you can find instructions on Guideline rollovers here. If you would like further assistance, please contact our distribution line at (888) 498-2766.
Employer and plan administrator support
For questions related to administering and managing plans after first contributions were processed, 401(k) plan sponsors and administrators can contact Customer Success by submitting a form, emailing firstname.lastname@example.org, or by calling (888) 228-3491, ext. 2.
Please note that if you have not been assigned administrator access, we will not be able to offer assistance with plan-specific questions. To review the different permission levels available see here.
Employer onboarding support
If you are in the process of completing the set up of your Guideline 401(k) plan, you can email email@example.com or call (888) 228-3491, ext. 1 for assistance.
Personal IRA support
If you have questions about your Guideline IRA, feel free to contact us at firstname.lastname@example.org or (888) 810-3801.
SEP IRA support
For questions regarding your employer-sponsored SEP IRA plan, feel free to email us at email@example.com.
New plan inquiries and sales
If you’re interested in learning how your employees might benefit from a Guideline retirement plan or to learn more about the plans we offer, reach out to our Sales team via email at firstname.lastname@example.org or by phone at (888) 228-3491 ext. 1.