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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.

401(k) Employers Safe Harbor

Safe Harbor 401(k): the 2024 guide for business owners

Nicolle Willson, J.D., CFP®, C(k)P®
401(k) Employers Optimizing your 401(k) plan

What is new comparability profit sharing?

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

401(k) glossary: Your guide to retirement terminology

Nicolle Willson, J.D., CFP®, C(k)P®
Public policy Employers Industry trends

The current state of state-sponsored retirement programs

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

Here is everything you need to know about CalSavers

Nicolle Willson, J.D., CFP®, C(k)P®
Public policy Savers Saving for your retirement Savings

How SECURE 2.0 could help you save more for retirement

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

Boost your retirement savings in 2023: 401(k) and IRA contribution limits are up nearly 10%

Nicolle Willson, J.D., CFP®, C(k)P®