by Greg Snyder | Oct 24, 2024 | Advisor Articles, Advisors
October 24, 2024 Learn more and take action today! JULY has established key dates to guarantee plan setup during our peak season. These deadlines are intended to ensure we uphold service quality and meet enrollment commitments and regulatory deadlines. We require all...
by Greg Snyder | Sep 26, 2024 | Advisor Webinars, Advisors
September 26, 2024 Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today’s...
by Greg Snyder | Sep 6, 2024 | Employer Webinars
Date: September 5, 2024 Watch the Webinar Explore More...
by Greg Snyder | Aug 27, 2024 | Advisor Webinars, Advisors
August 27, 2024 JULY’s COO, Blake Willis, covers some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs). Watch the Webinar Explore More...
by Greg Snyder | Aug 19, 2024 | Advisor Articles, Advisors
August 16, 2024 | By Theresa Conti With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that...
