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...
by Natalie Harris | Oct 24, 2023 | General News
Waco, TX (October 24, 2023) July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge. JULY was evaluated for the readiness of its infrastructure to...
by Natalie Harris | Oct 19, 2023 | Advisor Articles, Advisors
So are plans still top heavy? Of course, we all know that some plans are still top heavy—often when the owners and highly compensated employees are maximizing contributions to their defined contribution or defined benefit plans. By Theresa Conti In today’s world of...
by Natalie Harris | Sep 18, 2023 | Advisor Webinars, Advisors
Learn helpful tips and strategies on building a better retirement plan practice. Watch the Webinar Explore More...
by Natalie Harris | Aug 14, 2023 | Advisor Webinars, Advisors
This presentation explores personalization trends within our industry. Watch the Webinar Explore More...
