• Start Your Plan
  • For Employees
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Employers
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Advisors
    • Login
    • News
    • Webinars
    • Cash Balance
    • Calculators
    • Launch401k PEP
    • Videos
  • Contact
  • Login
    • Participants
    • Employers
    • Advisors
    • TPAs
July Logo
  • How It Works
  • Clear Pricing
  • Your JULY Team
    • How We Got Here
    • We Live Our Values
    • JULY Leadership
    • Sales Consulting Team
    • Careers
  • News
  • Insights
    • For Employers
    • For Advisors
  • Partners
    • TPAs
July Logo
  • How It Works
  • Clear Pricing
  • Your JULY Team
    • How We Got Here
    • We Live Our Values
    • JULY Leadership
    • Sales Consulting Team
    • Careers
  • News
  • Insights
  • Start Your Plan
  • For Employees
    • Start Here
    • Calculators
    • FAQs
    • Glossary
  • For Employers
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Advisors
    • Login
    • News
    • Webinars
    • Cash Balance
    • Calculators
    • Launch401k PEP
  • Contact Us
  • Login
    • Employees
    • Employers
    • Advisors
    • TPAs
  • Partners
    • Advisors
    • TPAs
Launch and Custom Plan Fee Details

Launch and Custom Plan Fee Details

by Natalie Harris | Jun 18, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employer Articles, Employers, Fee Details

JULY Launch and Custom plan fees may include flat, asset-based, investment-related, and transaction fees. This information is not intended to replace the official Fee Disclosure clients will receive upon plan setup pursuant to IRC 408(b)(2) but provides more details...

Categories

  • Advisors (55)
    • 401(k) Closing (1)
    • 401(k) Prospecting (1)
    • Advisor Articles (15)
    • Advisor News (19)
    • Advisor Videos (3)
      • Advisor Connect (1)
    • Advisor Webinars (21)
    • Tools and Technology (1)
  • Careers (7)
  • Cash Balance (17)
  • Cash Balance Article (14)
  • Cash Balance Webinar (3)
  • Employees (52)
    • Calculators (12)
    • Employee Articles (37)
    • Employee News (2)
    • Employee Videos (1)
    • Enrollment (1)
    • Getting Started (2)
    • Loans (1)
    • Mid Career (5)
    • Nearing Retirement (3)
    • Risk (1)
    • Roth (1)
    • Saving (2)
    • Savings Tips and Traps (4)
    • Tools and Technology (3)
  • Employers (64)
    • 401(k) Fiduciary Compliance (2)
    • 401(k) Technical Resources (1)
    • Employer Articles (12)
    • Employer News (17)
    • Employer Videos (24)
    • Employer Webinars (9)
    • Fact Sheets (8)
    • Fee Details (2)
    • JULY Products and Services (1)
    • Retirement Plan Design (2)
    • Tools and Technology (2)
  • General News (7)
  • Team (29)
  • TPAs (3)
    • TPA News (3)
  • Uncategorized (3)

JULY is 450 professionals dedicated to the idea that it’s important to help people create financial security in retirement.
Learn how “we live our values.“

Privacy Policy | Terms of Use

July Business Services includes the following affiliated companies: Expand Financial LLC, an SEC registered RIA and Expand Financial LLC dba BOA LLC. Expand Financial advisory services are additionally offered through Mid-Atlantic Financial Management, Inc (MAFM) dba eFiduciary Advisor (eFA) and Expand Financial LLC. MAFM/eFA is not a subsidiary or control affiliate of July Business Services, BOA, or Expand Financial LLC.

July Logo White
©2022 July Business Services | Website Design by GSM Marketing