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

Advisor Articles
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...
403b Plans – A Pre-Tax Employee Savings Plan
A 403(b) plan is a type of retirement plan for employees of governmental entities, public schools,...
Defined Benefit Plans – Accelerate Savings, Maximize Tax Deductions
Defined Benefit Plans can provide large benefits to highly compensated employees and business...
Cash Balance Plans – Accelerate Savings, Maximize Tax Deductions
Cash Balance Plans are a great design for employers seeking to fund much larger contributions than...
New Comparability Plans – Maximize Contributions for Owners and HCEs
New Comparability plans maximize retirement benefits for Highly-Compensated Employees and owners....
Profit Sharing Plans – A Basic Employer Funded Retirement Plan
Profit Sharing Plans can be designed as an employee benefit where contributions are allocated to...
Safe Harbor 401k Plans – Help Highly Paid Employees Save More
Safe Harbor 401k Plans are designed to permit business owners and other Highly Compensated...
Fee Details for SOLO 401K, SOLO Cash Balance, and SOLO Combo Plans
This page provides details on fees for our owner only plans, including SOLO 401k, SOLO Cash...
Launch and Custom Plan Fee Details
JULY Launch and Custom plan fees may include flat, asset-based, investment-related, and...