Linkedin

Nicolle Willson, JD, CFP, C(k)P

Guideline 401(k)
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 Us: 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. 

Archived Webinars Offered

401(k) OR SEP IRA? THAT IS THE QUESTION! A COMPREHENSIVE GUIDE FOR ACCOUNTANTS

Date RecordedMarch 31, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner    

401(k) AND TAX BENEFITS FOR SMBs

Date RecordedFebruary 19, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other, Small Business Owner