by Natalie Harris | Apr 30, 2021 | Cash Balance, Cash Balance Article, Employee Articles, Employees, Savings Tips and Traps
When you change jobs, what should you do with the money in your former employer’s retirement plan? If you have some credit card debt or other bills you need to pay, you may be thinking about taking a cash payout. You might assume it will be easy to catch up on your...
by Natalie Harris | Apr 30, 2021 | Cash Balance, Cash Balance Article, Employee Articles, Employees, Savings Tips and Traps
When was the last time you reviewed your retirement plan investments? Choosing investments isn’t a “set and forget” situation. It’s important to take a look at how your investments are doing on a regular basis. A checkup can help you spot any problems and, if...
by Leslie Smith | Mar 30, 2021 | 401(k) Closing, 401(k) Prospecting, Advisor Articles, Advisors, Cash Balance, Cash Balance Article
Many advisors will look to 2021 as a year to expand their advisory business to include more Small Business 401(k)s. Here are 4 steps to help you further your goal: 1. Take a few hours to learn more about retirement plans. Looking for a place start? Educate yourself...
by Paul Fennell | Dec 14, 2020 | Cash Balance, Cash Balance Article, Employer News, Employers
Why is this relevant? The Tax Cuts and Jobs Act, passed in December 2017, includes a new deduction for owners of pass-through businesses. When a pass-through business adopts a retirement plan, contributions into that plan generally reduce the owner’s preliminary...
by Greg Snyder | Oct 29, 2020 | Advisor News, Advisors, Cash Balance, Cash Balance Article, Employee News, Employees, Employer News, Employers, TPA News, TPAs
Disruption → Innovation Even in the wake of so much uncertainty as a result of the COVID-19 pandemic, JULY believes our mission to build retirement security is more important than ever. Over the past few months, our team continued to create innovative...
by Greg Snyder | Sep 30, 2020 | Advisor News, Advisors, Cash Balance, Cash Balance Article, Employer News, Employers
It can be done! The pandemic has limited traditional in-person networking. But forward-thinking advisors aren’t discouraged… Here are 5 Ways Advisors Can Meet Clients Where They Are Today: Expand Your Social Media Presence Pair High-Tech with Low-Tech Play...
