• Start Your Plan
  • For Employees
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • 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
  • Insights
  • Partners
    • 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
  • Insights
  • Start Your Plan
  • For Employees
    • Start Here
    • Calculators
    • FAQs
    • Glossary
  • Contact Us
  • Login
    • Employees
    • Employers
    • Advisors
    • TPAs
  • Partners
    • Advisors
    • TPAs
4 Ways to Make Small Business 401(k)s a Key Part of Your Practice

4 Ways to Make Small Business 401(k)s a Key Part of Your Practice

by Leslie Smith | Mar 30, 2021 | 401(k) Closing, 401(k) Prospecting, Advisor Articles, Advisors

Many advisors will look to 2021 as a year to expand their advisory business to include more Small Business 401(k)s. Here are 4 steps to help you further your goal: 1. Take a few hours to learn more about retirement plans. Looking for a place start?  Educate yourself...

Categories

  • Advisors (39)
    • 401(k) Closing (1)
    • 401(k) Prospecting (1)
    • Advisor Articles (12)
    • Advisor News (14)
    • Advisor Videos (1)
      • Advisor Connect (1)
    • Advisor Webinars (11)
    • Tools and Technology (2)
  • Careers (4)
  • 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 (61)
    • 401(k) Fiduciary Compliance (2)
    • 401(k) Technical Resources (1)
    • Employer Articles (11)
    • Employer News (16)
    • Employer Videos (23)
    • Employer Webinars (8)
    • Fact Sheets (8)
    • Fee Details (2)
    • JULY Products and Services (1)
    • Retirement Plan Design (2)
    • Tools and Technology (2)
  • Team (29)
  • TPAs (3)
    • TPA News (3)
  • Uncategorized (3)

JULY is 250 professionals dedicated to the idea that it’s important to help people create financial security in retirement.
Learn how “we live our values.“

July Logo White

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.

© 2021 July Business Services | Website Design by GSM Marketing