Employee Articles

JULY Fuels Its Growth Strategy with Investments by Platform Partners

Investment will accelerate product development while supporting M&A goalsOctober 25th, 2022...

Troubled Plan Consulting

Get Your Plan Back on the Right Path JULY Professional Services Plan sponsors and fiduciaries need...

Termination Distributions

Distributions for Terminated ParticipantsThe balances in a Qualified Retirement Plan are subject...

Small Business Tax Credits

Two New Options for 2020The passing of the SECURE Act means good news for many Plan Sponsors...

Revenue Sharing Process Enhancement

Fund-specific revenue sharing allocationPlan fiduciaries have the responsibility to determine the...

Prospecting Lists

Sales and Plan Analysis ToolOur prospecting lists enable you to find qualified leads that are...

Qualified Domestic Relations Order (QDRO)

FAQs for Retirement Plan Sponsors 1) What is a “Domestic Relations Order” (DRO)? A court judgment,...

Qualified Domestic Relations Order (QDRO)

FAQs for Retirement Plan Participants 1) What is a “Domestic Relations Order” (DRO)? A court...

ERISA Section 408(b)(2) Regulations FAQs

Retirement plan service providers are required to disclose fee-related information to plan...

Comparing Plan Types

Determine the Plan Type that’s Right for YouThe chart below provides a quick comparison of...

Choosing a Default Investment

How to Choose a Qualified Default Investment Alternative (QDIA) The Pension Protection Act of 2006...

Account Beneficiary

Explanation of Death Benefits & Designated Beneficiaries Upon the death of a Plan participant, all...

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