Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you...
Enrollment Meeting Best Practices
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Advisors
The ONE Thing Your Marketing Needs to Get Right NOW
Marketing can be a real Rubik’s cube when it comes to creating impact with prospects and clients....
Marketing & Prospecting with Cash Balance Plans
Learn how to best position and sell cash balance plans to plan sponsors. Our presenter, Brian...
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
What Advisors Need to Know About PEPs vs. State-Run Plans
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Make PEPs a Part of Your Retirement Plan Practice
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With Continued Expansion on the Horizon, JULY Promotes Sales Leaders to Support Future Growth
Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined...
JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and...
Is a PEP the Right 401(k) Solution for My Client?
First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest...
Annual Contribution Limits for 2022
Maximum Amounts that Can Be Funded to Qualified Retirement Plans  ERISA has established plan...
What’s New at JULY 2021
Date:October 22nd, 2021Watch the Webinar
JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online
 Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...