Latest Insights for Advisors
Understanding and Navigating Retirement Plan Pricing
April 28, 2025
Retirement plan pricing remains a nuanced and often complex topic. But for plan sponsors, understanding how fees work is essential to making informed decisions—and for financial advisors, it’s critical to help them navigate this process. The ultimate goal? To maximize participant outcomes and ensure fees don’t unnecessarily erode retirement savings.
PEPs vs State-Run Plans | A Growing Opportunity for Advisors
April 28, 2025
With more states requiring employers to offer retirement plans, advisors have a growing opportunity to guide clients through state mandates and alternative solutions. In this on-demand webinar, JULY’s COO, Blake Willis, explains how Pooled Employer Plans (PEPs) compare to state-run programs and the opportunities they provide to advisors.
Cash Balance Plan Marketing and Prospecting
March 27, 2025
Learn how to best position and sell cash balance plans to plan sponsors
Mastering Plan Sponsor Prospecting: 5 Strategies for Financial Advisors
March 11, 2025
As a financial advisor, whether you specialize in qualified retirement plans or are looking to incorporate them into your business, finding new clients can sometimes be challenging.
Washington Update with ERISA Expert Brad Campbell
March 4, 2025
Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025.
SECURE 2.0 in 2025 | Checklist for Advisors
February 10, 2025
The SECURE 2.0 Act introduces significant changes that impact retirement plans, requiring advisors to proactively guide plan sponsors through compliance and strategic planning.
SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients
January 31, 2025
While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025.
Super Catch-Up FAQs
January 31, 2025
Retirement savings can be challenging, especially for those nearing retirement who may need to make up for lost time. Due to SECURE 2.0 enhancements effective in 2025, individuals aged 60 to 63 can make even higher catch-up contributions to 401(k) and similar plans, “super catch-up” contributions.
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).