by Greg Snyder | Aug 6, 2021 | Employee Articles, Employees
Sales and Plan Analysis Tool Our prospecting lists enable you to find qualified leads that are similar to your best customers and to identify potential new market opportunities. Search Criteria You provide plan asset / participant size and geographic location of your...
by Greg Snyder | Aug 6, 2021 | Employee Articles, Employees
FAQs for Retirement Plan Sponsors 1) What is a “Domestic Relations Order” (DRO)? A court judgment, decree or order, including a court-approved property settlement agreement, related to child support, alimony or marital property rights for the benefit of a spouse,...
by Greg Snyder | Aug 6, 2021 | Employee Articles, Employees
FAQs for Retirement Plan Participants 1) What is a “Domestic Relations Order” (DRO)? A court judgment, decree or order, including a court-approved property settlement agreement, related to child support, alimony or marital property rights for the benefit of a spouse,...
by Greg Snyder | Aug 6, 2021 | Employee Articles, Employees
Retirement plan service providers are required to disclose fee-related information to plan fiduciaries to assist them in evaluating the “reasonableness” of the service contract or arrangement under ERISA Section 408(b)(2). Q. As a plan sponsor, what is my fiduciary...
by Greg Snyder | Aug 6, 2021 | Cash Balance, Cash Balance Article, Employee Articles, Employees
Determine the Plan Type that’s Right for You The chart below provides a quick comparison of different types of qualified retirement plans. For a more detailed presentation of the features and benefits of these plans, please visit our website at www.julyservices.com or...
