Onboarding
New plan onboarding & FAQs
21 articles
First steps to set up your Guideline 401(k) plan
Guideline’s 401(k) handbook for plan sponsors
What will my employees be sent during plan setup?
When will my Guideline plan begin and when should I run my first payroll?
What is special entry and how does it affect my new plan?
How to get started with your self-service plan
New plan and onboarding FAQ
New plan administrator FAQs
Can I change the start date of our 401(k) plan?
How to upload your plan participant census to Guideline
Can I make changes to our 401(k) plan?
An introduction to 401(k) plan management for sponsors and administrators
Onboarding FAQs for plans converting a 401(k) to Guideline
A step-by-step guide to convert your 401(k) to Guideline
How to complete your participant census when converting an auto-enrollment 401(k) plan to Guideline
How long does it take to transfer an existing 401(k) plan from a different provider to Guideline?