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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 DateJune 22, 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

Guideline

Nicolle Willson, JD, CFP, C(k)P, heads the Guideline Retirement Consulting department. Formerly an attorney who graduated from the UCLA School of Law, Nicolle found her true passion for financial planning and helping individuals achieve their retirement and other financial goals. She now translates her 10+ years of financial planning and wealth management experience into helping small business owners create the perfect 401(k) plans for themselves and their employees.

About Our Presenter

Guideline
We’re a team of entrepreneurs, investment pros, and technologists who are building better ways to plan for the future.

We're the only 401(k) provider that doesn't charge employees any fees on investments. And for employers, we offer transparent monthly pricing, in contrast to the asset-based fee model predominant in the industry.

By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what's, unfortunately, become the retirement industry status quo — legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.