Working with a 3(38) | The Gift of Fiduciary Oversight

Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary. 

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JULY’s Secure 2.0 Decoded

JULY’s Secure 2.0 Decoded

January 31, 2024

JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.