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Employees

Employees

401(k) participants

105 articles

Pre-tax vs. Roth: Factors to consider when contributing to your Guideline 401(k)

What is a blackout period?

What is a Qualified Default Investment Alternative (QDIA)?

What to expect if your employer offers a Starter 401(k) plan with Guideline

What are Participant Perks?

401(k) accounts and non-US residents

Troubleshooting tips for connecting with a third-party financial management app to Guideline

How do I make changes to my Guideline 401(k) portfolio?

How compliance testing may impact 401(k) participants

Getting started with Guideline

Account setup_{6 articles}

Auto-enrollment_{3 articles}

Opting out_{3 articles}

Putting money into your 401(k)

Rollovers to Guideline_{8 articles}

Employee contributions_{19 articles}

Employer contributions & matching_{5 articles}

Owner's draw_{3 articles}

Taking money out of your 401(k)

Loans & hardship withdrawals_{15 articles}

Outbound rollovers & withdrawals_{12 articles}

Leaving your employer_{7 articles}

Required minimum distributions (RMDs)_{3 articles}

Divorce related adjustments_{2 articles}

Managing your 401(k)

Account settings & security_{4 articles}

Statements & tax info_{3 articles}

401(k) beneficiaries_{3 articles}