Watch the Video
JULY’s Suzan Hall offers 5 reasons why your clients should choose a 401k over a state mandated IRA program.
Why Choose a 401k Over a State Plan
You May Also Like…
Annual Contribution Limits for 2025
November 4, 2024
ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.
Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry
November 1, 2024
Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry.
Important Sales Deadlines Are Nearing
October 24, 2024
JULY has established key dates to guarantee plan setup during our peak season. These deadlines are intended to ensure we uphold service quality and meet enrollment commitments and regulatory deadlines.