Small business owners underutilize 401(k) plans—mostly due to cost, confusion, and limited resources. That’s why these owners need the guidance of their accountant advisors. A modern-day 401(k) can be a low-cost, easy-to-navigate solution and now comes with increased tax benefits thanks to recent tax law changes.
Join this informative one-hour webinar to hear our 401(k) expert share her experiences helping SMBs develop their ideal 401(k) plans in a changing tax and regulatory environment. You’ll also learn about IRS nondiscrimination testing and how a Safe Harbor 401(k) plan might be a better option for your clients.
Senior Manager, Retirement Consulting
Nicolle Willson, JD, CFP, C(k)P is the Director of Retirement Consulting at Guideline. Formerly an attorney who graduated from the UCLA School of Law focusing on retirement and estate planning, Nicolle found her passion for helping individuals achieve their retirement goals. She now translates her 10+ years of financial and wealth management experience into helping small business owners create the perfect 401(k) plans for themselves and their employees.
At Guideline, we’re building a platform that takes complexity and doubt out of retirement planning and replaces it with knowledge and clarity — so people can invest in their financial future with confidence. With Guidelines for Accountants, we aim to empower you with excellent tools and capabilities so you can manage your clients’ plans and tailor each plan to fit each client. Together we can achieve our collective mission: helping small business owners succeed today and in the future.