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

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
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

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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 Presenter

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At Guideline, we’re building a platform that takes complexity and doubt out of retirement planning and replaces it with knowledge and clarity — so people can invest in their financial future with confidence. With Guidelines for Accountants, we aim to empower you with excellent tools and capabilities so you can manage your clients’ plans and tailor each plan to fit each client. Together we can achieve our collective mission: helping small business owners succeed today and in the future.