by Greg Snyder | Nov 30, 2021 | Advisor News, Advisors, General News
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and serve. Waco, Texas, December 3, 2021 – July Business Services (JULY) announces Passport401k PEP, a cost-competitive Pooled Employer 401(k) Plan (PEP) and a SECURE...
by Greg Snyder | Jul 29, 2021 | Advisor News, Advisors, Employee Articles
Regulations issued by the U.S. Department of Labor (DOL) permit the Annual Participant Fee Disclosure Notice to be delivered either electronically or in paper. To comply with the rules for electronic delivery, employers must furnish the notice using measures...
by Greg Snyder | Apr 19, 2021 | Advisor News, Advisors, Employer News
JULY’s CEO, John Humphrey, contributed an insightful article to the Summer 2020 issue of Plan Consultant Magazine. The SECURE Act is a significant piece of legislation that clears the way for broader use of MEPs, but it could also be the catalyst for...
