Retirement Saving Archives - JULY Services

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...

Everyone Can Use a PEP Talk | Incorporating PEPs in Your Practice

Everyone Can Use a PEP Talk | Incorporating PEPs in Your Practice

by Greg Snyder | Jun 9, 2021 | Employer Webinars, Employers

Date: June 9th, 2021 Watch the Webinar Explore More...

What is the impact of borrowing from my retirement plan?

What is the impact of borrowing from my retirement plan?

by Paul Fennell | Apr 6, 2021 | Calculators, Employees

I’m self-employed, how much can I contribute to a retirement plan?

I’m self-employed, how much can I contribute to a retirement plan?

by Paul Fennell | Apr 6, 2021 | Calculators, Employees

How much will I need to save for retirement?

How much will I need to save for retirement?

by Paul Fennell | Mar 26, 2021 | Calculators, Employees, Tools and Technology