If you have a retirement plan from a previous employer, you can roll over your funds to your Guideline 401(k) account.
Watch the video below to learn how to report a rollover to Guideline and how to write and mail the check to ensure we receive it.
If you’d like to roll over an external IRA account to a Guideline 401(k), see our video tutorial here.
When to start your rollover
You can initiate the request to rollover your fund to Guideline any time after the plan’s start date (for newly established plans) and you’ve created your account. Starting a rollover before these steps occur could result in processing delays or returned funds.
We’ll send you an email after your first contribution with the plan to let you know it’s time to rollover your funds. You can also check your employer’s plan start date on the Plan Details page of your Guideline dashboard.