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Private Sector 401(k) vs. State-Sponsored IRA: A Guide for Accountants
Taxes

PRIVATE SECTOR 401(k) VS. STATE-SPONSORED IRA: A GUIDE FOR ACCOUNTANTS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 8, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm
Other
Small Business Owner
Series: Retirement Planning, Taxes, Women in Accounting
Course Description

Fifty-five million American workers currently lack access to a workplace retirement plan, and a majority of those people work at a small business with fewer than 100 employees. To combat the massive U.S. retirement savings gap, lawmakers in several states are enacting programs designed to enable more workers to save for retirement. This webinar will dive into how this legislation could affect your clients and their businesses.

Join this informative webinar to hear our 401(k) expert share her knowledge on the pros and cons of 401(k)s versus state IRA programs. 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:  


  • Summarize foundational knowledge on 401(k)s and state IRA programs 

  • Evaluate the benefits and administration between 401(k) and state IRA programs

  • Identify the best retirement solution for your clients based on upcoming changes to state legislation

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Nicolle Willson, JD, CFP, C(k)P

Guideline Inc.
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 Our Presenter

Guideline
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.