Latest Insights for Advisors
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.
Mastering the Boardroom | Strategies for Conducting Effective Retirement Plan Committee Meetings
March 29, 2024
Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.
JULY & GSM | Yes, You Can Do Video – And You Should!
February 28, 2024
Alan Gross with GSM shares helpful considerations when adding video to your advisory practice marketing mix.
Mid-Year Conversion of a SIMPLE IRA to a 401(k)
February 15, 2024
Secure 2.0 had many changes to retirement plans. Another one that we need to talk about is the option to terminate a SIMPLE plan mid-year if we adopt a Safe Harbor plan to replace it.
Related Groups under Common Control
February 12, 2024
The related group rules apply when determining the ownership of entities and when those entities must be grouped together and treated as one employer for qualified plan purposes.