Customized Retirement Plans Archives - JULY Services

To Roth or Not to Roth

To Roth or Not to Roth

by Greg Snyder | Aug 30, 2021 | Employer Videos, Employers

Technology for the Modern Advisor

Technology for the Modern Advisor

by Greg Snyder | Jun 17, 2021 | Employer Webinars, Employers

Date: June 17th, 2021 Watch the Webinar Explore More...

Leveraging JULY’s Technology: 3(16) & Participant Enrollment

Leveraging JULY’s Technology: 3(16) & Participant Enrollment

by Greg Snyder | Apr 27, 2021 | Employer Webinars, Employers

Date: April 27th, 2021 Watch the Webinar Explore More...

Don’t Settle for State-Run Retirement Plan

Don’t Settle for State-Run Retirement Plan

by Greg Snyder | Mar 29, 2021 | Employee Articles, Employees

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 State-Sponsored Retirement Plan? A state-sponsored retirement plan provides employees with a...

Don’t Shirk Fiduciary Responsibility – Shift It

Don’t Shirk Fiduciary Responsibility – Shift It

by Greg Snyder | Jan 13, 2021 | Advisor News, Advisors, Employer News, Employers, Retirement Plan Design

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 State-Sponsored Retirement Plan? A state-sponsored retirement plan provides employees with a...

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