Latest Insights for Advisors
Annual Contribution Limits for 2025
November 4, 2024
ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.
Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry
November 1, 2024
Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry.
Important Sales Deadlines Are Nearing
October 24, 2024
JULY has established key dates to guarantee plan setup during our peak season. These deadlines are intended to ensure we uphold service quality and meet enrollment commitments and regulatory deadlines.
401k Marketing | Marketing Across Generations
September 26, 2024
Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today’s workforce.
What to Know About PEPs vs. State-Run Plans
August 27, 2024
JULY’s COO, Blake Willis, covers some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).
State of PEPs: Q&A with Theresa Conti
August 16, 2024
With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.
Understanding the Unique Retirement Savings Challenges Women Face
July 26, 2024
When we talk about how to increase 401(k) participation for women, we are really talking about why women need to save “differently” for retirement. For anyone, the considerations of how much money will be needed in retirement equates to how much can be saved and how long they may be in retirement.
JULY | Franklin Templeton | Voice of the American Workplace
July 26, 2024
Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker.
A Practical Approach to Behavioral Guidance
June 21, 2024
Listen to this webinar to better understand how emotions play into financial decisions and explore solutions to help mitigate behavioral biases.
Exploring JULY’s Tools and Resources for Participants and Advisors
June 6, 2024
JULY offers extensive planning and organizational tools and resources for retirement plan participants and advisors. JULY’s COO, Blake Willis, walks you through some of the ways working with JULY is made easier through our focus on technology and resources.
JULY | Dimensional Retirement Plan University | Going to Market
May 10, 2024
“Going to Market” closes out the Retirement Plan University webinar series. This session provides perspectives on prospecting, pitching, and closing retirement plan opportunities.
JULY | Dimensional Retirement Plan University | DC Plan Foundations & Defining Your Solutions
May 3, 2024
DC Plan Foundations & Defining Your Solution” is the first of our two-part series with Dimensional Fund Advisors. This session focuses on providing advisors with a solid foundation of basic retirement plan knowledge and terminology and helps advisors develop a retirement plan offering that will differentiate themselves in the marketplace.