Latest Insights for Employers

Warning Signs

Warning Signs

Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...

read more
Annual Contribution Limits for 2024

Annual Contribution Limits for 2024

ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.

read more
JULY Helps Group Plan Systems Launch their First Pooled Employer Plan

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).

read more