July 29, 2025
In today’s fast-paced digital landscape, AI has transformed how we communicate, making written content more polished, persuasive, and prolific than ever before.
5 Authentic Ways to Share Your Strengths as an Advisor
read more
Advisors
JULY | PIMCO | Financial Planning after the SECURE Act 2.0
July 25, 2025
The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan flexibility.
Panel Discussion on Enhancing Participant Engagement
June 27, 2025
Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.
Best Practices for Pricing Retirement Plan Services
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.
EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist
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.
Understanding and Navigating Retirement Plan Pricing
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.
PEPs vs State-Run Plans | A Growing Opportunity for Advisors
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.
Cash Balance Plan Marketing and Prospecting
March 27, 2025
Learn how to best position and sell cash balance plans to plan sponsors
Mastering Plan Sponsor Prospecting: 5 Strategies for Financial Advisors
March 11, 2025
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.
Washington Update with ERISA Expert Brad Campbell
March 4, 2025
Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025.
SECURE 2.0 in 2025 | Checklist for Advisors
February 10, 2025
The SECURE 2.0 Act introduces significant changes that impact retirement plans, requiring advisors to proactively guide plan sponsors through compliance and strategic planning.
SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients
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.