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JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform

JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform

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...
Is a PEP the Right 401(k) Solution for My Client?

Is a PEP the Right 401(k) Solution for My Client?

by Greg Snyder | Nov 12, 2021 | Advisor Articles, Advisors

First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest evolution in the 401(k) marketplace and was made possible through the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. A PEP allows employers to...
What the PEP? Join JULY’s Blake Willis for an interactive discussion on the PEP

What the PEP? Join JULY’s Blake Willis for an interactive discussion on the PEP

by Natalie Harris | May 26, 2021 | Advisor Webinars, Advisors

Date: June 9th, 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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