What Is ESG Investing? - Guideline
2019年10月27日 · Environmental, social, and governance (ESG) investing is a socially responsible investment management approach that takes into account companies’ impact on their communities and the planet at large.
Everything you need to know about CalSavers | Guideline
2024年9月19日 · Employees can choose from target-date funds, a money market fund, a core bond fund, a global equity fund, and an Environmental, Social, and Governance (ESG) fund. Employees earning more than the Roth IRA income limits can recharacterize to a traditional IRA.
401(k) Investment Funds - Guideline
Take a look at the diverse selection of low-fee mutual funds available in Guideline 401(k) plans.
Guideline’s investment principles | Guideline Help Center
Guideline cuts participating employees’ costs by avoiding layers of fees and using low-cost index mutual funds. We have designed our managed portfolios using a variety of index funds that have an average expense ratio of less than 0.07%. Please see Guideline’s Complete Fund Menu here.
What are my Guideline 401 (k) fees? | Guideline Help Center
Guideline Investments, LLC carefully selects no-load mutual funds that are passively managed in an effort to offer low management fees while delivering quality investment management. The custom portfolios have an expense ratio of 0.04-0.17% (or up to just $17 annually for every $10,000 invested).
What are the benefits of a safe harbor 401 (k) plan? - Guideline
One of the biggest benefits of a safe harbor plan for employers is that they are deemed to pass certain required annual nondiscrimination testing, including the Actual Deferral Percentage (ADP) and, in some cases, the Actual Contribution Percentage (ACP) and Top Heavy tests, if certain conditions are met.These tests are designed to ensure plan benefits are fair for all participants …
401(k) Checklist | How to Choose the Best 401(k) Provider - Guideline
2023年10月15日 · To help you find the best 401(k) provider we've put together a detailed checklist of specific questions to ask the 401(k) providers you're considering.
How residual dividends are handled post asset-transfer
A residual dividend is a payment made by a company to its shareholders after it has paid for its capital expenditures and working capital costs. Because 401(k) assets held by Guideline are invested in mutual funds, they may receive residual dividends on a quarterly, semi-annual, or even annual basis.
Celebrating Responsible Growth | Guideline
2018年12月11日 · 2018 was the biggest year yet at Guideline. We grew our new plan count by 129 percent year over year, giving us 10 percent market share of new 401(k) plans in the country.
Outbound rollovers & withdrawals | Guideline Help Center
If my employer closes our 401(k) plan, when will I have access to my funds? What is PenChecks? Why you may have a 401(k) balance after a partial plan termination