Latest Insights for Advisors
Fiduciary Governance Tools to Scale Your Practice
July 25, 2022
Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations can be incorporated into the development of your practice and prospecting strategies.
Now’s the Time to Start a New Safe Harbor Plan – Let’s Talk Deadlines
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JULY Helps Group Plan Systems Launch their First Pooled Employer Plan
Waco, TX – July Business Services (JULY), a leading national recordkeeper and third-party administrator, has partnered with Group Plan Systems, LLC (GPS) of San Diego to bring GPS’s first Pooled Employer Plan (PEP) to market. As an independent operational fiduciary, GPS will serve as the Pooled Plan Provider (PPP).
“Insuring” Your Value: 3 Ways Personalization and Lifetime Income Can Protect Your Business While Gaining New Clients
June 20, 2022
Join JULY and Nuveen as we explore…
Work Effectively with a 3(38) Fiduciary
May 26, 2022
Enrollment Meeting Best Practices
May 13, 2022
The ONE Thing Your Marketing Needs to Get Right NOW
April 29, 2022
Marketing & Prospecting with Cash Balance Plans
April 8, 2022
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
What Advisors Need to Know About PEPs vs. State-Run Plans
March 22, 2022
Make PEPs a Part of Your Retirement Plan Practice
February 18, 2022
With Continued Expansion on the Horizon, JULY Promotes Sales Leaders to Support Future Growth
Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined...