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Nicolle Willson, J.D., CFP®, C(k)P®

Nicolle Willson, J.D., CFP®, C(k)P®

Head of Retirement Consulting at Guideline. JD, UCLA Law. Certified Financial Planner™. Certified 401(k) Professional™. Previously a financial planner with focus on retirement & estate planning.

401(k)

Why should I start my 401(k) plan at the beginning of the year?

Nicolle Willson, J.D., CFP®, C(k)P®
Accountants Advisors Selecting a 401(k) for your clients

How to help your clients choose the right 401(k) plan

Nicolle Willson, J.D., CFP®, C(k)P®
Accountants 401(k) Selecting a 401(k) for your clients

Why tax pros should be up to speed on 401(k) plans

Nicolle Willson, J.D., CFP®, C(k)P®
Accountants Advisors Selecting a 401(k) for your clients

401(k) FAQs for accountants and advisors

Nicolle Willson, J.D., CFP®, C(k)P®
401(k)

401(k) glossary: Your guide to retirement terminology

Nicolle Willson, J.D., CFP®, C(k)P®
401(k) Saving for your retirement Starting a 401(k) for your business

6 reasons to open a Safe Harbor 401(k) plan

Nicolle Willson, J.D., CFP®, C(k)P®
401(k) Public policy

Here’s what you need to know about Illinois Secure Choice retirement plans

Nicolle Willson, J.D., CFP®, C(k)P®