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Free cpe webinars
401(k) and Tax Benefits for SMBs


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 27, 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 how modern solutions bridge the access gap for small businesses to make a 401(k) more accessible for everyone involved. 

Learning Objectives:

  • Define a 401(k) plan and learn how to introduce it to your small business clients

  • Define and take a deeper dive into the SECURE Act, tax savings

  • Identify other 401(k) tax advantages

  • Identify compliance testing considerations heading into the end of the year

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

Guideline Inc.
Senior Manager, Retirement Consulting

(888) 228-3491

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

About Our Sponsor

Gusto serves 200,000+ small businesses and 7,000+ accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.