Roles & responsibilities
12 articles
Types of administrator roles and permissions for your 401(k) plan
Who can be a trustee for a Guideline 401(k) plan?
How to help Guideline share important plan notices with participants
How sponsors can prepare for the close of this plan year and start of the new year
How to add an administrator or collaborator to help manage your 401(k) plan
How to add an owner to your 401(k) employee roster
How to remove a plan administrator or collaborator
How to find your administrator access level
Understanding your role as a fiduciary
How can I be removed as an administrator, collaborator, trustee, or primary benefit administrator?
FAQ about how to change the 401(k) plan trustee and the Trustee Change Packet
Insurance and ERISA bonding