• 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
Now is the Time for a 401(k) Checkup!

Now is the Time for a 401(k) Checkup!

by Paul Fennell | Dec 15, 2020 | 401(k) Fiduciary Compliance, Employee Articles, Employees, Saving

Winter is a great time of year to review your retirement account. For one thing, it’s tax season. So you’re already thinking about money. Plus, life is generally less hectic in winter. Before the pace picks up, spend some quality time with your 401(k). Check the Big...

Categories

  • Advisors (60)
    • 401(k) Closing (1)
    • 401(k) Prospecting (1)
    • Advisor Articles (19)
    • Advisor News (22)
    • Advisor Videos (3)
      • Advisor Connect (1)
    • Advisor Webinars (22)
    • Tools and Technology (1)
  • Careers (7)
  • Cash Balance (17)
  • Cash Balance Article (14)
  • Cash Balance Webinar (3)
  • Employees (54)
    • Calculators (12)
    • Employee Articles (39)
    • Employee News (4)
    • 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 (68)
    • 401(k) Fiduciary Compliance (2)
    • 401(k) Technical Resources (1)
    • Employer Articles (16)
    • Employer News (20)
    • 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 (10)
  • 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

©2023 July Business Services | Website Design by GSM Marketing