401(K)

By: Guideline  02/16/2016
Keywords: Retirement Planning

Guideline brings simplicity and automation to the most complex aspects of maintaining a 401(k) plan, including: Plan Administration & Recordkeeping -Plan setup -Participant onboarding -Contributions and distributions processing -Plan loan and withdrawal processing -Statements and notices Investment Management -Investment Policy Statement design -Retirement and risk tolerance assessment -Professionally managed portfolios -Automatic rebalancing Legal & Compliance -Fiduciary responsibilities -Trustee duties -ERISA bonding -Plan testing/compliance -Auditing Education -Personalized advice from our financial planning team -Educational resource library -Retirement planning tools -Phone & live online support

Keywords: Retirement Planning