Latest Insights for Advisors

Enrollment Meeting Best Practices

Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you...

Marketing can be a real Rubik’s cube when it comes to creating impact with prospects and clients....

Learn how to best position and sell cash balance plans to plan sponsors. Our presenter, Brian...

The JULY IRA helps participants with their savings goals keeping their monies invested for the...

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Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined...

The small business PEP supports advisors using the Pershing custodial platform—easy to set up and...

First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest...

Maximum Amounts that Can Be Funded to Qualified Retirement Plans ERISA has established plan...

Date:October 22nd, 2021Watch the Webinar

Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...