by Greg Snyder | Mar 2, 2026 | Advisor Webinars, Advisors
March 2, 2026 Matt Bravo, VP of Actuarial Services, shares practical strategies to help retirement plan advisors confidently position and sell cash balance plans. Moderated by Brian Smith, the session covers cash balance fundamentals, how to identify ideal candidates,...
by Greg Snyder | Jan 29, 2026 | Advisor Webinars, Advisors
January 29, 2026 SECURE 2.0 is entering its most transformative phase. In this advisor-focused webinar, JULY COO Blake Willis breaks down the key changes taking effect in 2026 and 2027, including Roth catch-up mandates, expanded limits, the Saver’s Match, paper...
by Greg Snyder | 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 Greg Snyder | 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...
by Greg Snyder | Sep 7, 2021 | Advisor News, Advisors, Employer News, Employers, General News
Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with QuickBooks Online payroll software. Last year, JULY was among a select group of technology-based 401(k) recordkeepers Intuit chose to develop API-based integration with their...
