Gusto Retirement Help Center

Managing your 401(k)

Account settings

11 articles

Account settings & security

How do I update my personal information?

How do I update my name for my Guideline 401(k)?

Why it's important to complete an annual 401(k) account review

How do I sync my Gusto retirement account to a third-party financial management app?

An introduction to your retirement dashboard

Statements & tax info

Can Gusto provide a medallion signature guarantee?

What is the Lifetime Income Illustration that appears on my statement?

Understanding your Form 1099-R distribution codes

401(k) beneficiaries

How do I designate who will be the beneficiaries of my 401(k)?

How beneficiaries can claim funds for a participant who passed away

How a beneficiary can disclaim an inheritance of 401(k) or IRA assets