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Content provided by Keila Hill-Trawick and Little Fish Accounting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keila Hill-Trawick and Little Fish Accounting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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401k Plans for Small Firms w/ Guideline
Manage episode 450013020 series 2604194
Content provided by Keila Hill-Trawick and Little Fish Accounting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keila Hill-Trawick and Little Fish Accounting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
153 episodes
Share
Manage episode 450013020 series 2604194
Content provided by Keila Hill-Trawick and Little Fish Accounting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keila Hill-Trawick and Little Fish Accounting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
153 episodes
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Similar to Build to Enough
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
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…
continue reading
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…
continue reading
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continue reading
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…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
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