November 1, 2024
Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry.
Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry
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Annual Contribution Limits for 2025
November 4, 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.
Important Sales Deadlines Are Nearing
October 24, 2024
JULY has established key dates to guarantee plan setup during our peak season. These deadlines are intended to ensure we uphold service quality and meet enrollment commitments and regulatory deadlines.
401k Marketing | Marketing Across Generations
September 26, 2024
Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today’s workforce.