DiscoverBuild to Enough401k Plans for Small Firms w/ Guideline
401k Plans for Small Firms w/ Guideline

401k Plans for Small Firms w/ Guideline

Update: 2024-11-13
Share

Description

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

Comments 
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

401k Plans for Small Firms w/ Guideline

401k Plans for Small Firms w/ Guideline

Little Fish Accounting