• 401k Plans for Small Firms w/ Guideline

  • Nov 13 2024
  • Length: 28 mins
  • Podcast

401k Plans for Small Firms w/ Guideline

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  • Summary

  • Former accountant turned Guideline product manager James von der Lieth breaks down how small accounting firms can offer competitive retirement benefits without breaking the bank. From navigating state mandates to understanding the new Starter 401(k) option, James shares practical insights on implementing and managing retirement plans for both firms and their clients. Learn how modern 401(k) providers are making it easier than ever to offer retirement benefits, plus discover how accounting firms can create new revenue streams by helping clients with their retirement planning needs.

    Connect with James!
    Guidline - https://www.guideline.com
    LinkedIn - https://www.linkedin.com/in/james-von-der-lieth-3450b33b

    Connect with Keila!
    LinkedIn - www.linkedin.com/in/keilahilltrawick
    Website - www.krht.co

    Twitter - x.com/littlefishcpa


    More About Little Fish Accounting

    Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.


    Follow Little Fish Accounting at instagram.com/littlefishaccounting
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