If you have a balance in a Guideline 401(k) or IRA account or you are a Trustee of a 401(k), we will share a notification to review your account and our policies once per year.
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Though no action is required, this is a great opportunity to ensure your personal information is up to date and your account selections still meet your needs.
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This email is simply a reminder to review your personal information, beneficiary details, and current investment choices to ensure everything aligns with your current needs. It also shares our Form ADV, Privacy Policy, and Investment Statements.
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While we will send you an email with a task where you can make all these changes in one workflow, you can update your account on your own at any time. Feel free to review these helpful articles to learn more:

The verification process should take no more than 5-10 minutes. However, you are not obligated to make any changes at this time. You can always review your personal information via the Account Settings portion in your dashboard. Additionally, if you would like to review your investments, you may do so within the Portfolio section.
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If you are no longer with the company that sponsored your 401(k), you can learn more about the options for your 401(k) funds here.
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If you would like to be opted out from communications, you may contact our team by selecting the “Contact Support” button below.
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No action is required on your end, the email is just for information purposes and to give you details regarding our Form ADV, Privacy Policy andInvestment Statements. You can also review these documents at any time via the Resource Library of your account.
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If you are no longer affiliated with your company or a Trustee change needs to be made, please follow the instructions in the article here for next steps.