Managing your 401(k) | Guideline Help Center

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Managing your 401(k)

Managing your 401(k)

11 articles

Account settings & security

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

How do I update my personal information with Guideline?

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

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

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

Statements & tax info

Do I need to report my contributions from this year if I’m rolling over that account to Guideline?

Can Guideline provide a medallion signature guarantee?

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

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