by Natalie Harris | Mar 27, 2025 | Advisor Webinars, Advisors
March 27, 2025 Learn how to best position and sell cash balance plans to plan sponsors Watch the Webinar Explore More...
by Natalie Harris | Mar 11, 2025 | Advisor Articles, Advisors
March 11, 2025 | By Theresa Conti, Industry Consultant As a financial advisor, whether you specialize in qualified retirement plans or are looking to incorporate them into your business, finding new clients can sometimes be challenging. The retirement plan marketplace...
by Natalie Harris | 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 Natalie Harris | 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 Natalie Harris | 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...
