Because JULY is platform-neutral, you can choose the retirement platform that works best for your company and employees. Our team has many years of experience working with some of the top retirement providers in the U.S. Our experience and relationships with many of these firms date back to our founding in 1994.
Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.[+] Learn more
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