Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...
Warning Signs
read more
Employer Articles
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 &...
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...
JULY Fuels Its Growth Strategy with Investments by Platform Partners
Investment will accelerate product development while supporting M&A goalsOctober 25th, 2022...
Annual Contribution Limits for 2023
Maximum Amounts that Can Be Funded to Qualified Retirement Plans  ERISA has established plan...
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
403b Plans – A Pre-Tax Employee Savings Plan
A 403(b) plan is a type of retirement plan for employees of governmental entities, public schools,...
Defined Benefit Plans – Accelerate Savings, Maximize Tax Deductions
Defined Benefit Plans can provide large benefits to highly compensated employees and business...
Cash Balance Plans – Accelerate Savings, Maximize Tax Deductions
Cash Balance Plans are a great design for employers seeking to fund much larger contributions than...
New Comparability Plans – Maximize Contributions for Owners and HCEs
New Comparability plans maximize retirement benefits for Highly-Compensated Employees and owners....