Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...
Warning Signs
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Advisor Articles
Keeping the Wolves Away
Here are some helpful tips on cybersecurity to share with your staff. By Theresa Conti...
Plan Amendment Best Practices
Have a recipe for success and follow it. Here are some helpful tips. By Theresa Conti &...
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...
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...
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...
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
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...
Summary of Provisions in the SECURE Act
Prepared by Jim Hudson, Chairman, JULYThe Setting Every Community Up for Retirement Enhancement...