Best Practices for a Thriving Retirement Plan Business

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Panel Discussion on Enhancing Participant Engagement

Panel Discussion on Enhancing Participant Engagement

June 27, 2025

Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.

Best Practices for Pricing Retirement Plan Services

Best Practices for Pricing Retirement Plan Services

May 29, 2025

Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.

EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist

EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist

May 1, 2025

Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities.