Newsletters

 

JULY provides periodic newsletters to educate you on retirement planning and other industry topics most applicable to you. To review past newsletters, please select from the categories below. If you have questions or would like to suggest a future newsletter topic, please send an email to newsletters@julyservices.com.

 

Participant

 
Q2 2020
Q2 2020

In an effort to simplify and improve the process of res ..

Q1 2020
Q1 2020

Here at JULY, staying the course is a guiding principle ..

Q4 2019
Q4 2019

Good news! You may now submit online distribution requ ..

Q3 2019
Q3 2019

Your account is now protected by multi-factor authentic ..

Q2 2019
Q2 2019

As a best practice in account security, you must now ha ..

Q1 2019
Q1 2019

At JULY, we take security seriously. We employ state of ..

Q3 2018
Q3 2018

As part of our ongoing efforts to protect the security ..

Q2 2018
Q2 2018

401(k) plan assets are now squarely in the cross-hairs ..

Q1 2018
Q1 2018

LiveChat via the participant website. The next time you ..

Q4 2017
Q4 2017

Access your quarterly retirement plan statement and oth ..

Q3 2017
Q3 2017

Access your quarterly retirement plan statement and oth ..

Q2 2017
Q2 2017

Access your quarterly retirement plan statement and oth ..

Q1 2017
Q1 2017

After the long winter, spring is a good time to wash wi ..

Q4 2016
Q4 2016

By the end of January you will notice an improved parti ..

Q3 2016
Q3 2016

What if you knew you were going to spend several years ..

Advisor

 
May 2020

May 2020

The Coronavirus Aid, Relief, and Economic Security Act ..

February 2020

February 2020

The SECURE (Setting Every Community Up for Retirement E ..

November 2019

November 2019

We are excited to announce the release of JULYPortal! J ..

August 2019

August 2019

In order to keep your plan information fully confidenti ..

May 2019

May 2019

The technology team at JULY has been hard at work build ..

February 2019

February 2019

This is a reminder that JULY surveys all advisors with ..

November 2018

November 2018

Thank you for providing us with the opportunity to serv ..

August 2018

August 2018

JULY’s Q3 Advisor Education Series covers “Best Pra ..

May 2018

May 2018

Thank you for providing us with the opportunity to serv ..

February 2018

February 2018

Thank you for providing us with the opportunity to serv ..

December 2017

December 2017

Thank you for providing us with the opportunity to serv ..

August 2017

August 2017

We are pleased to share with you the industry’s best ..

May 2017

May 2017

We are pleased to announce a new and improved julyservi ..

January 2017

January 2017

Since the final fiduciary regulations were announced la ..

Employer

 
July 2020

July 2020

Every six years, all pre-approved Defined Contribution ..

April 2020

April 2020

The Coronavirus Aid, Relief, and Economic Security Act ..

January 2020

January 2020

The JULYPotall is up and running. As we begin the new ..

October 2019

October 2019

We are excited to announce the release of JULYPortal! J ..

July 2019

July 2019

We are excited to roll out our new Client / Advisor Por ..

April 2019

April 2019

The Saver\'s Credit may help your employees reduce thei ..

January 2019

January 2019

JULY offers participants access to a comprehensive reti ..

October 2018

October 2018

Remember that as part of recent security enhancements, ..

June 2018

June 2018

401(k) plan assets are now squarely in the cross-hairs ..

March 2018

March 2018

JULY recently announced that John Humphrey has been pro ..

January 2018

January 2018

Thank you for providing us with the opportunity to serv ..

October 2017

October 2017

Thank you for providing us with the opportunity to serv ..

June 2017

June 2017

We are pleased to announce a new and improved julyservi ..

March 2017

March 2017

With our recent website upgrades, we are now more mobil ..

December 2016

December 2016

JULY is excited to announce an improved website user ex ..

TPA

 
February 2020

February 2020

We are excited to announce the release of JULYPortal! J ..

August 2019

August 2019

Starting in September JULY will be rolling out Multi-Fa ..

February 2019

February 2019

We provide what you need for annual compliance testing ..

August 2018

August 2018

401(k) plan assets are now squarely in the cross-hairs ..

February 2018

February 2018

Thank you for providing us with the opportunity to serv ..

August 2017

August 2017

JULY’s Freedom Program for TPAs offers a high-tech, o ..

December 2016

December 2016

Attend a Webinar to Learn About JULY's Year-End Reporti ..

June 2016

June 2016

Over the past 10 years, July Business Services (JULY) h ..