An employer that sponsors a 401(k) plan can add various administrators to help collaborate on the account. Depending on your role, you may be assigned one of the following:

You can learn about the permission levels associated with these roles here.
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To locate your administrator access level, simply log into your Guideline dashboard. You will then be prompted to choose the account you’d like to access. Your role for each account will be displayed in the associated listing.

If you do not have the role necessary to help manage the 401(k) plan, please connect with your plan’s trustee or primary benefit administrator to request they add you as a plan collaborator.