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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.

IRA

The ultimate guide to starting a SEP IRA

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) Starting a 401(k) for your business

Safe Harbor + small business: a look at the data

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

Safe Harbor 401(k): the 2021 guide for business owners

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

What is the Form 5500?

Nicolle Willson, J.D., CFP®, C(k)P®
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®