English

Search for articles...

All Collections

Accrue & retirement basics

Retirement savings & taxes

-

1 article

Understanding your Form 1099-R distribution codes

Accrue Help Center

Privacy
Terms & conditions
Legal disclosures
Login
Contact us

This website contains content from Accrue 401k, Inc. (“Accrue”) or other service providers.

The information in this website is for informational purposes only and is not intended to be an offer, recommendation, investment advice, legal or tax advice, or a solicitation to buy or sell any security. By using this website, you agree to Accrue’s Privacy Policy and Terms and Conditions of Use. Accrue is not responsible for information provided by third parties. Information included herein from third parties is believed to be reliable however Accrue does not guarantee the accuracy and completeness of that information.

Accrue is a retirement plan provider that provides an integrated platform to companies who seek to work with Accrue. Accrue is not involved in securities activities and is not registered with the SEC or FINRA. Accrue is not a bank.

Recordkeeping services for Accrue’s 401(k) are offered by Accrue. 3(16) plan administration services are also offered by Accrue and only made available to clients who utilize an eligible payroll provider. For more information on Accrue’s pricing, see here. Accrue uses a third-party to provide custodial services. Custodial fees are paid by Accrue.

Investment advisory services for Accrue’s 401(k) product are offered by Guideline Investments, LLC, a third-party SEC-registered investment adviser. For more information regarding fees and services, see Guideline Investments, LLC’s ADV 2A Brochure and Form CRS. References throughout this website to investment advisory services including but not limited to: investments offered, portfolios, managed portfolios, investment philosophy, assets under management (AUM), annual account fees expressed as a percentage of AUM, suitability questionnaire, 3(38) investment advisory management fiduciary services, robo-advisory services, and investment advice, unless otherwise specifically stated, are services provided by Guideline Investments, LLC. Investing involves risk and may lose money, including loss of principal. Investing is not guaranteed and past performance is not a guarantee of future performance. The investment options offered by Guideline Investments, LLC are not FDIC insured.

Any graphs, charts, and other visual aids (collectively referred to as “image(s)”) are provided for information purposes only. None of these images can of themselves be used to make investment decisions. No representation is made that these will assist any person in making investment decisions and no image can capture all factors and variables required in making such decisions.