News and Media



September 18, 2020

The Cash Balance Catch Up

AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner, and I admire their grit, tenacity and innovative spirit. Small business owners  ...  Read more +

Offering a retirement plan to employees has several benefits for small business owners. 1.  Speaks volumes about how they value their employees 2.  Demonstrates their long-range  ...  Read more +

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in late 2019. Designed to aid Americans’ ability to save for retirement, it enjoyed  ...  Read more +

The beginning of the year is a popular time for employers to review their retirement plans for compliance and effectiveness. This year, when you’re evaluating your 401(k) plan,  ...  Read more +

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