401k Plans for Small Firms w/ Guideline

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Build to Enough?

This episode is 28 minutes long.

When was this Build to Enough episode published?

This episode was published on November 13, 2024.

What is this episode about?

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)...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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