Latest Insights for Advisors
Warning Signs
Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...
Keeping the Wolves Away
Here are some helpful tips on cybersecurity to share with your staff. By Theresa Conti...
Plan Amendment Best Practices
Have a recipe for success and follow it. Here are some helpful tips. By Theresa Conti &...
Instructions to Obtain Your IREG Credentials
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Communicating Your Value Proposition
June 21, 2023
JULY Acquires Sunwest Pensions to Expand Its National Presence
JULY fuels growth with its fourth strategic transaction in 2023
The Secrets of Success as a Navy SEAL
May 19, 2023
Capital Group associate, Jonathan Wilson, shares how lessons he learned as a Navy SEAL helped him succeed in sales and can be used to help unify and motivate sales teams.
JULY Announces Third Acquisition Transaction of 2023 with HTLF’s Retirement Plan Recordkeeping and Administration Business
July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, has entered into its third acquisition transaction of 2023 with Heartland Financial USA, Inc. subsidiary, Dubuque Bank and Trust Company, and its division HTLF Retirement Plan Services (“HTLF”) to acquire its recordkeeping and administration business.
Cash Balance 201 & Marketing
April 28, 2023
Delve into more of the technical aspects of cash balance plans
Cash Balance 101 & Marketing
April 17, 2023
In this session Brian Smith, JULY’s Senior Institutional Sales Director, will cover the basics of cash balance plans.
2023 Deadline for 2022 Retroactive Plans / Tax Filing Deadlines Overview
Advisors have been reaching out to us for specifics and guidance on 2023 deadlines for 2022 retroactive plans as well as tax filing deadlines. A retroactive plan (i.e. a plan for the 2022 tax year) can be adopted as long as the tax return has not been filed.
What to Know About PEPs vs. State-Run Plans
April 12, 2023
Many states have passed or introduced legislation that mandates employers provide retirement plans to their employees. We invite you to join JULY’s COO, Blake Willis, will cover some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).