by Natalie Harris | Dec 22, 2023 | Advisor Articles, Employer Articles
December 12th, 2023 | By Theresa Conti The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of...
by Natalie Harris | Dec 7, 2023 | Advisor Webinars, Advisors
Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary. Watch the Webinar Explore More...
by Natalie Harris | Dec 4, 2023 | 401(k) Prospecting, Advisor Videos, Advisors, Latest
Watch the Video JULY’s Suzan Hall offers 5 reasons why your clients should choose a 401k over a state mandated IRA program. Explore More...
by Natalie Harris | Nov 2, 2023 | Advisor Webinars, Advisors
Watch a webinar to learn more about JULY’s tax credit calculator. Watch the Webinar Explore More...