While technology can automate, scale, and streamline, face-to-face marketing remains one of the most effective ways to stand out, build relationships, and show the value you bring. Read more in JULY’s latest article: Standing Out in an AI World. hubs.li/Q03M8Yz90

If you’re heading to ASPPA Annual, October 26–29, we’d love to see you there! Amy McDaniel and other members of the JULY team will be at Booth #519. We’re ready to connect, answer questions, and share how we’re supporting professionals like you in the retirement plan space.

New data from BlackRock’s retirement survey highlights shifting participant priorities and opportunities for advisors. This survey offers fresh insights into plan design preferences, employer match behavior, and how retirement readiness is changing. hubs.li/Q03ML9wW0

This certification recognizes excellence in fiduciary and operational standards for pooled plan providers. Maintaining this designation affirms our continued commitment to transparency, accountability, and the highest level of service for our advisor and plan sponsor partners.

Recently, Sheri Fitts joined JULY and Stadion to share actionable strategies on how advisors can use authenticity and personal branding to strengthen connections and win new 401(k) business. If you missed it, check out the replay! hubs.li/Q03P9b110

According to Bank of America’s 2025 Workplace Benefits Report, nearly one in four employees have considered leaving their employer due to insufficient benefits. Advisors can play a key role in helping plan sponsors build benefits strategies. hubs.li/Q03P9bJ10

The JULY team is having a blast and making friends at ASPPA Annual! Be sure to stop by our booth, #519, to join in on the fun! #ASPPAAnnual

From plan design to retirement readiness, our online calculators offer a simple way to explore contribution options, evaluate potential savings, and better understand how plan decisions can affect outcomes. hubs.li/Q03PY82S0 #FinancialAdvisors #RetirementPlanning

Retirement plans don’t have to be scary. This Halloween, take the fright out of plan administration with Launch401k. With JULY, you get simplicity, compliance support, and expert service that makes managing a plan far less spooky. hubs.li/Q03PY8Z60 #401k #PEP #Retirement

The decisions made at every level of government influence the policies, programs, and economic priorities that shape our financial futures, including those related to retirement and workplace savings. Take time to make your voice heard today.

If business owners with strong profits are seeking larger tax deductions and higher retirement contributions, a Cash Balance Plan may be the solution. For advisors, combining a cash balance plan with a 401k can open meaningful opportunities for clients. hubs.li/Q03QQjC-0

The rules for 401(k) catch-up contributions are changing, and participants may have questions. Share this participant video with clients to help guide their employees through this important update. Watch and share the video: hubs.li/Q03QQn1S0

According to 401(k) Specialist Magazine, business owners who work with advisors are more likely to offer comprehensive retirement plans and broader financial benefits. A reminder that advisors aren’t just service providers; they’re trusted partners. hubs.li/Q03Sc9Md0

At JULY, we’re grateful for the courage, commitment, and leadership shown by those who have served values that inspire us every day. To all the veterans in our communities and across the country, thank you for your dedication and service. #VeteransDay #ThankYouVeterans

We’re proud to celebrate Asaduzzaman Rana, featured in NIPA’s New Member Spotlight! His story reflects the dedication, curiosity, and commitment to excellence that define our team. Congratulations on this deserved recognition! Read the full spotlight: hubs.li/Q03SHYxR0

Cybersecurity isn’t just an IT issue, it’s a fiduciary responsibility. JULY’s video helps sponsors know where their responsibilities begin, what steps they can take to strengthen security, and how partnering with a trusted recordkeeper can reduce risk. hubs.li/Q03ScDMd0

The 2026 retirement contribution limits are officially out, and yes, things are changing again. But, you can stay calm and check out our limits page for more details! hubs.li/Q03TkkKL0 #FinancialAdvisor #401k #Retirement

We believe setting up and managing a retirement plan shouldn’t be complicated. For advisors, that means more time focused on clients and less time on plan logistics. Learn how JULY makes it easy to start or improve your 401(k) plan: hubs.li/Q03SS08W0 #FinancialAdvisors

Current law provides three valuable tax credits that can help offset plan startup, contribution, and automatic enrollment costs, making it easier for business owners to take the next step toward offering a retirement plan. 🔗 hubs.li/Q03SS0V50

JULY’s PEP, Launch401k, gives advisors an easier way to help business owners offer competitive retirement plans. It reduces administrative burden, transfers fiduciary responsibilities, and delivers solutions that work for growing companies. Learn more: hubs.li/Q03SS2xW0