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How to remove a plan administrator or collaborator
How to remove a plan administrator or collaborator
Updated over a week ago

If an administrator or collaborator needs to be removed from your 401(k) plan, your plan's trustee or primary benefit administrator (PBA) can make the change from their administrator dashboard.

Steps to remove an administrator or collaborator

If you are a trustee or PBA, you can revoke account access for an administrator by following the instructions below:

  1. Log into your Guideline administrator dashboard and select your company name in the upper right corner.

  2. Select Settings, then scroll down to the Collaborators section.

  3. Find the name of the individual that should be removed and select the trash can icon within their row.

  4. In the pop-up window, select OK to confirm the removal of the collaborator.

Once completed, that person will no longer receive notifications about the plan nor have access to an administrator dashboard.

Replacing the the trustee role

The plan trustee holds the highest level of administration of the plan. Therefore, the company must reassign this role to another individual by completing and submitting a “Trustee Change Packet.” The trustee role cannot be reassigned until this process is completed.

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