What’s New at JULY 2021
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What You Need to Know About Mandatory Roth Catch-Up
October 24, 2025
Beginning in 2026, new rules will affect how certain retirement plan catch-up contributions are made. If you are age 50 or older, it’s important to understand how this change may apply to you.
Mid-Year Conversions of a SIMPLE IRA to a 401(k): What Secure 2.0 Made Possible
October 20, 2025
The SECURE 2.0 Act brought a wide range of enhancements to retirement plans — and one of the most practical changes for small business owners is the new ability to convert a SIMPLE IRA to a 401(k) mid-year.
JULY & Stadion | Sheri Fitts Presents | Growing Authentic Relationships & Winning New 401(k) Clients
October 6, 2025
In a fast-changing financial services landscape, authenticity has become one of the most powerful tools an advisor can use to build trust and win new 401(k) clients. In this engaging and inspiring webinar, Sherry Fitz—renowned financial services speaker, branding coach, and expert on digital emotional intelligence—shares how financial professionals can unlock their unique value and use personal branding as a competitive edge.