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

 
Q3 2020
Q3 2020

Your quarterly retirement plan eStatement is now availa ..

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 ..

Advisor

 
November 2020

November 2020

JULY is excited to announce the expansion of our 3(16) ..

August 2020

August 2020

This special virtual event is for financial advisors lo ..

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 ..

Employer

 
October 2020

October 2020

The Internal Revenue Service (IRS) has announced cost-o ..

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 JULYPotal is up and running. As we begin the new y ..

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 ..

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 ..