May 29, 2025
Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.
May 1, 2025
Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities.
April 28, 2025
Retirement plan pricing remains a nuanced and often complex topic. But for plan sponsors, understanding how fees work is essential to making informed decisions—and for financial advisors, it’s critical to help them navigate this process. The ultimate goal? To maximize participant outcomes and ensure fees don’t unnecessarily erode retirement savings.
April 28, 2025
With more states requiring employers to offer retirement plans, advisors have a growing opportunity to guide clients through state mandates and alternative solutions. In this on-demand webinar, JULY’s COO, Blake Willis, explains how Pooled Employer Plans (PEPs) compare to state-run programs and the opportunities they provide to advisors.