by Greg Snyder | Nov 30, 2021 | Advisor News, Advisors, General News
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and serve. Waco, Texas, December 3, 2021 – July Business Services (JULY) announces Passport401k PEP, a cost-competitive Pooled Employer 401(k) Plan (PEP) and a SECURE...
by Greg Snyder | Nov 12, 2021 | Advisor Articles, Advisors
First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest evolution in the 401(k) marketplace and was made possible through the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. A PEP allows employers to...
by Greg Snyder | Nov 10, 2021 | Advisor Articles, Advisor News, Advisors, Employee Articles, Employees, General News
Maximum Amounts that Can Be Funded to Qualified Retirement Plans  ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each...
by Greg Snyder | Sep 7, 2021 | Advisor News, Advisors, Employer News, Employers, General News
 Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with QuickBooks Online payroll software. Last year, JULY was among a select group of technology-based 401(k) recordkeepers Intuit chose to develop API-based integration with their...
