Understanding Why a QDIA Matters
You May Also Like…
JULY Welcomes Ginger H. Gibbs as Senior Vice President, Human Resources
JULY Business Services (JULY), a leading national provider of 401(k) plan services to small to mid-sized employers, continues its trajectory of strategic expansion with the recent appointment of Ginger H. Gibbs as the new Senior Vice President of Human Resources.
Long-Term, Part-Time Employees, Family Attribution, and the Employee Plans Compliance Resolution SystemÂ
The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of these rules when we are running those plans.
Warning Signs
Advice on terminating a client relationship. By Theresa Conti We all know that some clients just should not be our clients. As professional service...