401k Plans for Small Firms w/ Guideline episode artwork

EPISODE · Nov 13, 2024 · 28 MIN

401k Plans for Small Firms w/ Guideline

from Build to Enough · host Little Fish Accounting

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.comLinkedIn - https://www.linkedin.com/in/james-von-der-lieth-3450b33bConnect with Keila!LinkedIn - www.linkedin.com/in/keilahilltrawickWebsite - www.krht.coTwitter - x.com/littlefishcpaMore About Little Fish AccountingLearn more about Little Fish’s suite of services at www.littlefishaccounting.com.Follow Little Fish Accounting at instagram.com/littlefishaccounting

Episode metadata supplied by the publisher feed · Published Nov 13, 2024

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401k Plans for Small Firms w/ Guideline

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