by Greg Snyder | Aug 7, 2021 | Cash Balance, Cash Balance Article, Employee Articles, Employees
Distributions for Terminated Participants The balances in a Qualified Retirement Plan are subject to special distribution rules when a participant terminates employment depending on the vested balance in the account. It is important as a plan sponsor to monitor... 
by Greg Snyder | Aug 6, 2021 | Cash Balance, Cash Balance Article, Employee Articles, Employees
Determine the Plan Type that’s Right for You The chart below provides a quick comparison of different types of qualified retirement plans. For a more detailed presentation of the features and benefits of these plans, please visit our website at www.julyservices.com or... 
by Natalie Harris | Jun 30, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employee Articles, Employees, Employer Articles, Employers, Fact Sheets
Cash Balance Plans are a great design for employers seeking to fund much larger contributions than permitted under a 401k and Profit Sharing Plan. How Do Cash Balance Plans Work? Type of Defined Benefit Plan – Cash Balance Plans are a type of Defined Benefit... 
by Natalie Harris | Jun 18, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employer Articles, Employers, Fee Details
This page provides details on fees for our owner only plans, including SOLO 401k, SOLO Cash Balance or Defined Benefit, and SOLO Combo plan designs, including one-time setup and ongoing fees. This information is not intended to replace the official Fee Disclosure... 
by Natalie Harris | Jun 18, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employer Articles, Employers, Fee Details
JULY Launch and Custom plan fees may include flat, asset-based, investment-related, and transaction fees. This information is not intended to replace the official Fee Disclosure clients will receive upon plan setup pursuant to IRC 408(b)(2) but provides more details... 
by Natalie Harris | Jun 14, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employer Articles, Employers, Fact Sheets
With a JULY Solo 401(k) Plan, sole proprietors and other owner-only businesses can take advantage of the features of a 401(k) plan. Why Choose a Solo 401(k)? A Solo 401(k) offers a great opportunity to save for retirement while maintaining flexibility from year to... 
