Latest Insights for Advisors
Long-Term, Part-Time Employees, Family Attribution, and the Employee Plans Compliance Resolution System
December 12, 2023
The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of these rules when we are running those plans.
Working with a 3(38) | The Gift of Fiduciary Oversight
December 6, 2023
Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary.
Why Choose a 401k Over a State Plan
JULY’s Suzan Hall offers 5 reasons why your clients should choose a 401k over a state mandated IRA program.
Learn to Use JULY’s Tax Credit Calculator
November 2, 2023
Watch a webinar to learn more about JULY’s tax credit calculator.
Are Plans Still Top Heavy?
By Theresa Conti
Building a Framework for a Successful Retirement Practice
September 18, 2023
Learn helpful tips and strategies on building a better retirement plan practice.
Personalization in the Retirement Industry
August 14, 2023
This presentation explores personalization trends within our industry.
Top DC Trends and Developments
July 19, 2023
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
Watch the Video