Record sales and innovative product development are driving a growing sales team Waco, Texas,...
JULY Promotes Sales Leaders with Plans to Expand National Sales Presence
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Advisors
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...
JULY Fuels Its Growth Strategy with Investments by Platform Partners
Investment will accelerate product development while supporting M&A goalsOctober 25th, 2022...
Annual Contribution Limits for 2023
Maximum Amounts that Can Be Funded to Qualified Retirement Plans  ERISA has established plan...
Breaking Through the Sea of Sameness: Six Ways to Differentiate Your Defined Contribution Practice
In this session we delve into ways to differentiate yourself within your retirement plan practice....
Managed Accounts: A Personalized QDIA Solution
Learn how managed accounts, which offer customization at the participant level, can serve as a...
Fiduciary Governance Tools to Scale Your Practice
Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and...
Now’s the Time to Start a New Safe Harbor Plan – Let’s Talk Deadlines
JULY Helps Group Plan Systems Launch their First Pooled Employer Plan
June 27th, 2022 Waco, TX – July Business Services (JULY), a leading national recordkeeper and...
“Insuring” Your Value: 3 Ways Personalization and Lifetime Income Can Protect Your Business While Gaining New Clients
Join JULY and Nuveen as we explore the benefits of personalization and lifetime income within...
Work Effectively with a 3(38) Fiduciary
Greg Bakke, President & CTO of Expand Financial, shares ways to build scale and simplicity...
Enrollment Meeting Best Practices
Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you...