News and Media



It can be done! The pandemic has limited traditional in-person networking. But forward-thinking advisors aren’t discouraged… Here are 5 Ways Advisors Can Meet Clients  ...  Read more +

401(k) Plan    401(k) services    Cash Balance Plan    Customized Retirement Plans    Retirement Plan    Secure Act    

The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded Americans’ access to retirement savings. One of its provisions created an entirely  ...  Read more +

Fiduciary    Retirement Plan    

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 +