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
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?
What is the typical timeline for converting a 401(k) to Guideline from a different provider?
A step-by-step guide to convert your 401(k) to Guideline
Onboarding FAQs for plans converting a 401(k) to Guideline
How to fill out your QACA plan participant census when converting to Guideline