by Greg Snyder | Jul 25, 2022 | Advisor Webinars, Advisors
Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations can be incorporated into the development of your practice and prospecting strategies. Watch the Webinar Explore More...
by Greg Snyder | Jun 27, 2022 | Advisor News, Advisors, Employers, General News
June 27th, 2022 Waco, TX – July Business Services (JULY), a leading national recordkeeper and third-party administrator, has partnered with Group Plan Systems, LLC (GPS) of San Diego to bring GPS’s first Pooled Employer Plan (PEP) to market. As an independent...
by Greg Snyder | Jun 20, 2022 | Advisor Webinars, Advisors
Join JULY and Nuveen as we explore the benefits of personalization and lifetime income within retirement plans. Retirement income and financial wellness continue to be top of mind for plan sponsors and providers. And now, with legislative action and product...
by Greg Snyder | May 26, 2022 | Advisor Webinars, Advisors
Greg Bakke, President & CTO of Expand Financial, shares ways to build scale and simplicity into your practice with the help of a 3(38) fiduciary. Learn about the multi-faceted role of the 3(38) as well as ways to distinguish yourself as a plan advisor working...
