Guideline

Onboarding FAQs for plans converting a 401(k) to Guideline

We’ve outlined each phase of the conversion process so you know what to expect from start to finish, and can keep your employees up to date.

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

Here is a general timeline for transferring an existing 401(k) plan from another retirement provider to Guideline.

How long does it take to transfer an existing 401(k) plan from a different provider to Guideline?

Moving an existing plan to Guideline

<span style="color: #fcfcfc">This information is for general informational purposes only. It should not be used for specific tax, legal, or financial advice.</span>

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