Advisor Articles

Introducing JULY IRA to Support Participant Rollovers

The JULY IRA helps participants with their savings goals keeping their monies invested for the...

First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest...

Maximum Amounts that Can Be Funded to Qualified Retirement Plans ERISA has established plan...

Prepared by Jim Hudson, Chairman, JULYThe Setting Every Community Up for Retirement Enhancement...

A 403(b) plan is a type of retirement plan for employees of governmental entities, public schools,...

Defined Benefit Plans can provide large benefits to highly compensated employees and business...

Cash Balance Plans are a great design for employers seeking to fund much larger contributions than...

New Comparability plans maximize retirement benefits for Highly-Compensated Employees and owners....

Profit Sharing Plans can be designed as an employee benefit where contributions are allocated to...

Safe Harbor 401k Plans are designed to permit business owners and other Highly Compensated...

This page provides details on fees for our owner only plans, including SOLO 401k, SOLO Cash...

JULY Launch and Custom plan fees may include flat, asset-based, investment-related, and...