by Greg Snyder | Jan 26, 2023 | Advisor Articles, Advisor News, Advisors, Employer Articles, Employer News, Employers, General News
Record sales and innovative product development are driving a growing sales team Waco, Texas, (January 26, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, recently announced the...
by Greg Snyder | Oct 26, 2022 | Advisor Articles, Advisors, Employer Articles, Employers
IRS recently announced a new pilot program for retirement plans that are selected for an IRS audit. And why is my glass half full, you ask? The plan sponsor / employer first receives an IRS Audit Notice stating they have been selected for audit. The program allows 90...
by Greg Snyder | Oct 25, 2022 | Advisor Articles, Advisor News, Advisors, Employee Articles, Employee News, Employees, Employer Articles, Employer News, Employers, General News
Investment will accelerate product development while supporting M&A goals October 25th, 2022 Waco, Texas, (October 25th, 2022) – July Business Services, LLC (“JULY”), a leading national provider of 401k plan services to small to medium sized employers, announced...
by Greg Snyder | Oct 17, 2022 | Advisor Webinars
In this session we delve into ways to differentiate yourself within your retirement plan practice. We outline six innovative ideas for reinvigorating your DC practice. Watch the Webinar Explore More...
by Greg Snyder | Aug 18, 2022 | Advisor Webinars, Advisors
Learn how managed accounts, which offer customization at the participant level, can serve as a personalized QDIA option. Watch the Webinar Explore More...
