Latest Insights for Advisors

Is a PEP the Right 401(k) Solution for My Client?

First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest...

October 22, 2021

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Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...

August 19, 2021

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Prepared by Jim Hudson, Chairman, JULYThe Setting Every Community Up for Retirement Enhancement...

Q. Who is responsible for providing disclosures to participants? A. You, as plan sponsor and plan...

Regulations issued by the U.S. Department of Labor (DOL) permit the Annual Participant Fee...

A 403(b) plan is a type of retirement plan for employees of governmental entities, public schools,...

Defined Benefit Plans can provide large benefits to highly compensated employees and business...

Cash Balance Plans are a great design for employers seeking to fund much larger contributions than...

New Comparability plans maximize retirement benefits for Highly-Compensated Employees and owners....

Profit Sharing Plans can be designed as an employee benefit where contributions are allocated to...