Maximum Amounts that Can Be Funded to Qualified Retirement Plans ERISA has established plan...
Annual Contribution Limits for 2025
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Employers
JULY’s Plan Sponsor Corner: Encourage Employees to Optimize Their 401(k) Plan
Date:September 5, 2024Watch the Webinar
Understanding the Unique Retirement Savings Challenges Women Face
July 26, 2024 | By Theresa Conti When we talk about how to increase 401(k) participation for...
Cash Balance Plan Marketing and Prospecting
April 25, 2024 Learn how to best position and sell cash balance plans to plan sponsors. Our...
JULY Welcomes Ginger H. Gibbs as Senior Vice President, Human Resources
Waco, TX (January 16, 2024) JULY Business Services (JULY), a leading national provider of 401(k)...
Long-Term, Part-Time Employees, Family Attribution, and the Employee Plans Compliance Resolution System
December 12th, 2023 | By Theresa Conti The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on...
Warning Signs
Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...
Keeping the Wolves Away
Here are some helpful tips on cybersecurity to share with your staff. By Theresa Conti...
Plan Amendment Best Practices
Have a recipe for success and follow it. Here are some helpful tips. By Theresa Conti &...
Instructions to Obtain Your IREG Credentials
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JULY Promotes Sales Leaders with Plans to Expand National Sales Presence
Record sales and innovative product development are driving a growing sales team Waco, Texas,...
Glass Half Full: Good News for Sponsors of Plans Undergoing IRS Audit
IRS recently announced a new pilot program for retirement plans that are selected for an IRS...