News and Media

 
 
 

January 13, 2021

Don’t Settle for State-Run Retirement Plans

Over the past decade there has been a trend among states to create state-sponsored retirement plans. A move is underfoot in many states to mandate participation. 1 What is a  ...  Read more +

3(16) fiduciary    401(k) Plan    Customized Retirement Plans    July Business Services    PEP    Retirement Plan    Small Businesses    

December 21, 2020

Grow Your Practice with Small Business 401(k) Plans

Grow Your Practice with Small Business 401(k) Plans There is a wealth of opportunity on the small business 401(k) space. Nearly 90% of US businesses have fewer than 20 employees1.  ...  Read more +

401(k) Plan    401(k) services    July Business Services    Retirement Plan    Small Businesses    

4 Ways to Make Small Business 401(k)s a Key Part of Your Practice

Many advisors will look to 2021 as a year to expand their advisory business to include more Small Business 401(k)s. Here are 4 steps to help you further your  ...  Read more +

401(k) Plan    July Business Services    Retirement Plan    Small Businesses    

December 1, 2020

Simplify with JULY’s 3(16) Services

Complete Your Plan Offering: Take Advantage of JULY’s Expanded 3(16) Services While business owners are driven, focused and thoughtful when it comes to their work, they need  ...  Read more +