by Greg Snyder | Jan 8, 2024 | Advisor News, General News
Waco, TX (January 10, 2024) JULY Business Services (JULY), a leading recordkeeping service provider for 401(k) plans, Expand Financial (EXPAND), an SEC Registered Investment Advisor serving as a 3(38) investment fiduciary, and Investors Asset Management of Georgia, a...
by Greg Snyder | Dec 22, 2023 | Advisor Articles, Employer Articles
December 12th, 2023 | By Theresa Conti The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of...
by Greg Snyder | Dec 7, 2023 | Advisor Webinars, Advisors
Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary. Watch the Webinar Explore More...
by Greg Snyder | Nov 2, 2023 | Advisor Webinars, Advisors
Watch a webinar to learn more about JULY’s tax credit calculator. Watch the Webinar Explore More...
by Greg Snyder | Oct 24, 2023 | General News
Waco, TX (October 24, 2023) July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge. JULY was evaluated for the readiness of its infrastructure to...
