Latest Insights for Advisors
Profit Sharing Plans – A Basic Employer Funded Retirement Plan
Profit Sharing Plans can be designed as an employee benefit where contributions are allocated to...
Safe Harbor 401k Plans – Help Highly Paid Employees Save More
Safe Harbor 401k Plans are designed to permit business owners and other Highly Compensated...
Fee Details for SOLO 401K, SOLO Cash Balance, and SOLO Combo Plans
This page provides details on fees for our owner only plans, including SOLO 401k, SOLO Cash...
Launch and Custom Plan Fee Details
JULY Launch and Custom plan fees may include flat, asset-based, investment-related, and...
401k Plans – A Pre-Tax Employee Savings Plan
A 401k Plan is a very popular employer sponsored retirement savings program. These plans are...
Solo 401(k) Plans – Exclusively for Owner-Only Businesses
With a JULY Solo 401(k) Plan, sole proprietors and other owner-only businesses can take advantage...
What the PEP? Join JULY’s Blake Willis for an interactive discussion on the PEP
May 26, 2021
Watch the replay of What the PEP? Join JULY’s Blake Willis for an interactive discussion on the PEP. Recorded June 9th, 2021
Leveraging JULY’s Technology Resources: 3(16) & Enrollment
May 26, 2021
Watch the webinar replay for Leveraging JULY’s Technology Resources: 3(16) & Enrollment, recorded Tuesday, Apr 27, 2021.
10 Ways to Supercharge Your Retirement Plan Marketing
May 26, 2021
Watch the webinar replay of 10 Ways to Supercharge Your Retirement Plan Marketing, Recorded January 1st 2021.
Marketing and Prospecting with Cash Balance Plans
May 26, 2021
Watch the webinar replay for Marketing and Prospecting with Cash Balance Plans, recorded Februrary 20, 2020.
The SECURE Act: What You May Not Know
May 26, 2021
Watch the webinar replay for The SECURE Act: What You May Not Know, recorded March 13, 2020.
Prospecting with Total Cost Analysis
Watch the webinar replay for Prospecting with Total Cost Analysis, recorded April 30, 2020.