ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.
October 17, 2022
In this session we delve into ways to differentiate yourself within your retirement plan practice. We outline six innovative ideas for reinvigorating your DC practice.
August 18, 2023
Learn how managed accounts, which offer customization at the participant level, can serve as a personalized QDIA option.
July 25, 2022
Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations can be incorporated into the development of your practice and prospecting strategies.
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Waco, TX – July Business Services (JULY), a leading national recordkeeper and third-party administrator, has partnered with Group Plan Systems, LLC (GPS) of San Diego to bring GPS’s first Pooled Employer Plan (PEP) to market. As an independent operational fiduciary, GPS will serve as the Pooled Plan Provider (PPP).
June 20, 2022
Join JULY and Nuveen as we explore…
May 26, 2022
May 13, 2022
April 29, 2022
April 8, 2022
The JULY IRA helps participants with their savings goals keeping their monies invested for the...