Latest Insights for Advisors
Managed Accounts: A Personalized QDIA Solution
Learn how managed accounts, which offer customization at the participant level, can serve as a personalized QDIA option.
Fiduciary Governance Tools to Scale Your Practice
Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations can be incorporated into the development of your practice and prospecting strategies.
Now’s the Time to Start a New Safe Harbor Plan – Let’s Talk Deadlines
JULY Helps Group Plan Systems Launch their First Pooled Employer Plan
Waco, TX – July Business Services (JULY), a leading national recordkeeper and third-party administrator, has partnered with Group Plan Systems, LLC (GPS) of San Diego to bring GPS’s first Pooled Employer Plan (PEP) to market. As an independent operational fiduciary, GPS will serve as the Pooled Plan Provider (PPP).
“Insuring” Your Value: 3 Ways Personalization and Lifetime Income Can Protect Your Business While Gaining New Clients
Join JULY and Nuveen as we explore…
Work Effectively with a 3(38) Fiduciary
Greg Bakke, President & CTO of Expand Financial, shares ways to build scale and simplicity...
Enrollment Meeting Best Practices
Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you...
The ONE Thing Your Marketing Needs to Get Right NOW
Marketing can be a real Rubik’s cube when it comes to creating impact with prospects and clients....
Marketing & Prospecting with Cash Balance Plans
Learn how to best position and sell cash balance plans to plan sponsors. Our presenter, Brian...
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
What Advisors Need to Know About PEPs vs. State-Run Plans
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Make PEPs a Part of Your Retirement Plan Practice
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