Latest Insights for Advisors
Cash Balance Plan Marketing and Prospecting
April 25, 2024
Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.
Mastering the Boardroom | Strategies for Conducting Effective Retirement Plan Committee Meetings
March 29, 2024
Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.
JULY & GSM | Yes, You Can Do Video – And You Should!
February 28, 2024
Alan Gross with GSM shares helpful considerations when adding video to your advisory practice marketing mix.
Mid-Year Conversion of a SIMPLE IRA to a 401(k)
Secure 2.0 had many changes to retirement plans. Another one that we need to talk about is the option to terminate a SIMPLE plan mid-year if we adopt a Safe Harbor plan to replace it.
Related Groups under Common Control
The related group rules apply when determining the ownership of entities and when those entities must be grouped together and treated as one employer for qualified plan purposes.
JULY’s Secure 2.0 Decoded
January 31, 2024
JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.
JULY Welcomes Ginger H. Gibbs as Senior Vice President, Human Resources
JULY Business Services (JULY), a leading national provider of 401(k) plan services to small to mid-sized employers, continues its trajectory of strategic expansion with the recent appointment of Ginger H. Gibbs as the new Senior Vice President of Human Resources.
JULY, EXPAND and Investors Asset Management of Georgia Join Forces to Offer a PEP for Small Businesses and Charter Schools
JULY Business Services (JULY), a leading recordkeeping service provider for 401(k) plans, Expand Financial (EXPAND), a full-service 3(38) investment fiduciary, and Investors Asset Management of Georgia, a reputable investment management firm, are pleased to announce their strategic collaborative Pooled Employer Plan (PEP) 401(k) solution, Launch401k.
Long-Term, Part-Time Employees, Family Attribution, and the Employee Plans Compliance Resolution SystemÂ
The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of these rules when we are running those plans.
Long-Term, Part-Time Employees, Family Attribution, and the Employee Plans Compliance Resolution System
The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of these rules when we are running those plans.
Working with a 3(38) | The Gift of Fiduciary Oversight
December 6, 2023
Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary.
Why Choose a 401k Over a State Plan
JULY’s Suzan Hall offers 5 reasons why your clients should choose a 401k over a state mandated IRA program.