Washington Update with ERISA Expert Brad Campbell

March 4, 2025

Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025.

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SECURE 2.0 in 2025 | Checklist for Advisors

Advisor Articles

SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients

Advisor Webinars, Advisors

SECURE 2.0 in 2025 | Checklist for Advisors

Advisor Articles

February 10, 2025

The SECURE 2.0 Act introduces significant changes that impact retirement plans, requiring advisors to proactively guide plan sponsors through compliance and strategic planning.

SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients

Advisor Webinars, Advisors

January 31, 2025

While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025.

Super Catch-Up FAQs

Advisor Articles, Advisors

January 31, 2025

Retirement savings can be challenging, especially for those nearing retirement who may need to make up for lost time. Due to SECURE 2.0 enhancements effective in 2025, individuals aged 60 to 63 can make even higher catch-up contributions to 401(k) and similar plans, “super catch-up” contributions.

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