by Natalie Harris | 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 Natalie Harris | 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 Natalie Harris | Dec 31, 2024 | Careers
Apply Job Description As a Manager of Distributions at JULY you will enjoy the unique challenge of putting your retirement plan experience and background to work alongside a team of other retirement plan professionals to support the daily distribution needs of our...
by Natalie Harris | Nov 4, 2024 | Advisor Articles, Advisor News, Advisors, Employer Articles, Employer News, Employers, General News
Maximum Amounts that Can Be Funded to Qualified Retirement Plans ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each...
by Natalie Harris | 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...
