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The Advantages of Safe Harbor 401(k) Plans for SMBs

THE ADVANTAGES OF SAFE HARBOR 401(K) PLANS FOR SMBs

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 10, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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.


Learning Objectives:


  • Define a 401(k) plan and learn how to introduce it to your small business clients

  • Identify 401(k) tax advantages

  • Define nondiscrimination testing and identify Safe Harbor 401(k) plans

  • Evaluate state-mandated IRA programs and how Safe Harbor 401(k) plans can be a potential alternative

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Nicolle Willson, JD, CFP, C(k)P

Guideline Inc.
Senior Manager, Retirement Consulting

(888) 228-3491

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NNicolle 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.

About Our Presenter

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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.