by Greg Snyder | Aug 3, 2021 | Employee Articles, Employees
Why Automatic Features Help Employers; Why Employees Like Auto Features Employers of all sizes are now adopting 401(k) Plans with Automatic Features. Automatic Enrollment, Automatic Increases, and Automatic Investment Choices are easy, they’re popular, and they...
by Greg Snyder | Aug 3, 2021 | Advisor News, Advisors, Employee Articles
Q. Who is responsible for providing disclosures to participants? A. You, as plan sponsor and plan fiduciary, are responsible for providing the required disclosures to plan participants. However, July Business Services (JULY) will assist you by preparing the required...
by Greg Snyder | Jul 29, 2021 | Advisor News, Advisors, Employee Articles
Regulations issued by the U.S. Department of Labor (DOL) permit the Annual Participant Fee Disclosure Notice to be delivered either electronically or in paper. To comply with the rules for electronic delivery, employers must furnish the notice using measures...
by Greg Snyder | Jul 15, 2021 | Employer Webinars, Employers
Date: July 15th, 2021 Watch the Webinar Explore More...
by Greg Snyder | Jul 7, 2021 | Advisor Articles, Advisors, Employer Articles, Employers, Fact Sheets
A 403(b) plan is a type of retirement plan for employees of governmental entities, public schools, non-profit organizations, and certain religious organizations. The plan is intended to provide employees with the ability to fund their retirement accounts on a pre-tax...
