by Greg Snyder | May 19, 2023 | Advisor Webinars, Advisors
Capital Group associate, Jonathan Wilson, shares how lessons he learned as a Navy SEAL helped him succeed in sales and can be used to help unify and motivate sales teams. Watch the Webinar Explore More...
by Greg Snyder | May 16, 2023 | Advisor News, Advisors, General News
Waco, Texas, (May 16, 2023) July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, has entered into its third acquisition transaction of 2023 with Heartland Financial USA, Inc. subsidiary, Dubuque...
by Greg Snyder | Apr 28, 2023 | Advisor Webinars, Advisors
Delve into more of the technical aspects of cash balance plans. Watch the Webinar Explore More...
by Greg Snyder | Apr 17, 2023 | Advisor Webinars, Advisors
In this session Brian Smith, JULY’s Senior Institutional Sales Director, will cover the basics of cash balance plans. Watch the Webinar Explore More...
by Greg Snyder | Apr 17, 2023 | Advisor Articles, Advisors
Advisors have been reaching out to us for specifics and guidance on 2023 deadlines for 2022 retroactive plans as well as tax filing deadlines. A retroactive plan (i.e. a plan for the 2022 tax year) can be adopted as long as the tax return has not been filed. JULY’s...
