Latest Insights for Advisors

JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online

Waco, Texas, September 13, 2021– July Business Services (JULY) has completed integration with...

Date:August 19th, 2021Watch the Webinar

Learn how Advisors can differentiate themselves and win new business in return.

Prepared by Jim Hudson, Chairman, JULYThe Setting Every Community Up for Retirement Enhancement...

Q. Who is responsible for providing disclosures to participants? A. You, as plan sponsor and plan...

Regulations issued by the U.S. Department of Labor (DOL) permit the Annual Participant Fee...

A 403(b) plan is a type of retirement plan for employees of governmental entities, public schools,...

Defined Benefit Plans can provide large benefits to highly compensated employees and business...

Cash Balance Plans are a great design for employers seeking to fund much larger contributions than...

New Comparability plans maximize retirement benefits for Highly-Compensated Employees and owners....

Profit Sharing Plans can be designed as an employee benefit where contributions are allocated to...

Safe Harbor 401k Plans are designed to permit business owners and other Highly Compensated...