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...
by Greg Snyder | Sep 18, 2020 | Advisor News, Advisors, Cash Balance, Cash Balance Article, Employer News, Employers
AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner, and I admire their grit, tenacity and innovative spirit. Small business owners account for over 50% of American employment and create more than 60% of new jobs . They put...
by Natalie Harris | Aug 24, 2020 | Cash Balance, Cash Balance Article, Employee Articles, Employees, Loans
What’s your vision of the ideal retirement? Endless days by the ocean? Spending time with family and friends? Pursuing a new interest or hobby? Whatever your retirement dreams, you know that it will be largely up to you to fund them. You are already on the right...