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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.

Public policy Industry trends

The current state of state-sponsored retirement programs

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

Which Guideline pricing plan is right for you?

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

SEP IRA vs. 401(k)

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

2021 401(k) deadlines for plan sponsors

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

Building a robust benefits package

Nicolle Willson, J.D., CFP®, C(k)P®
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®