Latest Insights for Advisors

Annual Contribution Limits for 2025

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.

read more
Important Sales Deadlines Are Nearing

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.

read more
401k Marketing | Marketing Across Generations

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.

read more
State of PEPs: Q&A with Theresa Conti

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.

read more
Understanding the Unique Retirement Savings Challenges Women Face

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.

read more