by Natalie Harris | Oct 24, 2025 | General News
October 24, 2025 Beginning in 2026, new rules will affect how certain retirement plan catch-up contributions are made. If you are age 50 or older, it’s important to understand how this change may apply to you. What’s Changing for You If you earned over $145,000 in...
by Natalie Harris | Oct 19, 2025 | Advisor Articles, Advisors
October 20, 2025 The SECURE 2.0 Act brought a wide range of enhancements to retirement plans — and one of the most practical changes for small business owners is the new ability to convert a SIMPLE IRA to a 401(k) mid-year. Historically, once a SIMPLE IRA was...
by Natalie Harris | Sep 26, 2025 | Advisor Articles, Advisors
September 26, 2025 Today, artificial intelligence and digital platforms make financial knowledge more accessible than ever. Business owners can Google fiduciary rules, download benchmarking reports, or watch tutorials on plan design in seconds. But information alone...
by Natalie Harris | Sep 26, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Internal Sales Specialist. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and sales skills to work alongside a team of other retirement plan...
by Natalie Harris | Aug 29, 2025 | Advisor Webinars, Advisors
August 29, 2025 Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to...
