Nicolle Willson

Nicolle Willson, JD, CFP, C(k)P, is a Senior Retirement Specialist 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 Safe Harbor 401(k) plan can reduce risk and make things easier for an employer - learn about it here and how to prepare for the upcoming deadline.

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 2019