Capital Group associate, Jonathan Wilson, shares how lessons he learned as a Navy SEAL helped him...

Advisors
JULY Announces Third Acquisition Transaction of 2023 with HTLF’s Retirement Plan Recordkeeping and Administration Business
Waco, Texas, (May 16, 2023) July Business Services, LLC (“JULY”), a leading national provider of...
Cash Balance 201 & Marketing
Delve into more of the technical aspects of cash balance plans.Watch the Webinar
Cash Balance 101 & Marketing
In this session Brian Smith, JULY’s Senior Institutional Sales Director, will cover the basics of...
2023 Deadline for 2022 Retroactive Plans / Tax Filing Deadlines Overview
Advisors have been reaching out to us for specifics and guidance on 2023 deadlines for 2022...
What to Know About PEPs vs. State-Run Plans
Many states have passed or introduced legislation that mandates employers provide retirement plans...
JULY Announces Acquisition of Turning Point Associates
M&A initiative continues to create strategic growth   Waco, Texas, (March 29, 2023) – July...
JULY Announces Acquisition Transaction with Digital Retirement Solutions
M&A goals bring two teams together for growth and opportunity Waco, Texas, (March 21, 2023) –...
LinkedIn Best Practices for Advisors
Listen to social media expert and financial services veteran Bruce Johnston to learn ways to get...
The Road Ahead | A Brief Overview of Secure 2.0
Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the...
JULY Promotes Sales Leaders with Plans to Expand National Sales Presence
Record sales and innovative product development are driving a growing sales team Waco, Texas,...
Glass Half Full: Good News for Sponsors of Plans Undergoing IRS Audit
IRS recently announced a new pilot program for retirement plans that are selected for an IRS...