Nicolle Willson

Nicolle Willson

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, Nicolle found her true passion to be 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.

2 articles

Understanding and Planning for the Upcoming Safe Harbor 401(k) Deadline

A guide to Safe Harbor 401(k) plans, and key deadlines to look out for in 2022

Employee 401(k) Concerns: What to Say When You Don’t Know What to Say

It can be nerve-racking watching the stock market fluctuate. That's why it's important to talk to your employees about their 401(k) retirement plans.