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...
by Greg Snyder | Nov 1, 2024 | Advisor Webinars, Advisors
November 1, 2024 Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry. Watch the Webinar Explore More...
