by Greg Snyder | Aug 30, 2021 | Employer Videos, Employers
by Greg Snyder | Aug 19, 2021 | Advisor Webinars, Advisors, Employer Webinars, Employers
Date: August 19th, 2021 Watch the Webinar Explore More...
by Greg Snyder | Aug 10, 2021 | Employee Articles, Employees
Get Your Plan Back on the Right Path JULY Professional Services Plan sponsors and fiduciaries need a trusted partner that has years of in-depth knowledge of the regulations governing qualified retirement plans. JULY’s team of professionals helps you resolve issues in...
by Greg Snyder | Aug 7, 2021 | Cash Balance, Cash Balance Article, Employee Articles, Employees
Distributions for Terminated Participants The balances in a Qualified Retirement Plan are subject to special distribution rules when a participant terminates employment depending on the vested balance in the account. It is important as a plan sponsor to monitor...
