by Greg Snyder | Mar 10, 2025 | Employer Articles, Employers
March 10, 2025 | By Theresa Conti, Industry Consultant As a plan sponsor, you have a critical responsibility to educate your employees about their retirement plan. While some communications are legally required, others simply support your employees in making informed...
by Greg Snyder | Mar 4, 2025 | Advisor Webinars, Advisors
March 4, 2025 Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025. Watch the Webinar Explore More...
by Greg Snyder | Feb 10, 2025 | Advisor Articles
The SECURE 2.0 Act introduces significant changes that impact retirement plans, requiring advisors to proactively guide plan sponsors through compliance and strategic planning. This checklist is designed to help advisors navigate key provisions taking effect in 2025...
by Greg Snyder | Jan 31, 2025 | Advisor Webinars, Advisors
January 31, 2025 While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025. Watch the Webinar Explore More...
by Greg Snyder | Jan 31, 2025 | Advisor Articles, Advisors
New in 2025 through SECURE 2.0 Retirement savings can be challenging, especially for those nearing retirement who may need to make up for lost time. Due to SECURE 2.0 enhancements effective in 2025, individuals aged 60 to 63 can make even higher catch-up contributions...
