by Greg Snyder | May 27, 2026 | Advisor Articles, Advisors
May 27, 2026 We recently hosted a webinar on leveraging AI in retirement plan advisory practices. The response was overwhelming – advisors submitted 40+ questions spanning every aspect of AI adoption, from “How do I even start?” to “Will AI replace...
by Greg Snyder | May 11, 2026 | General News
Waco, TX (May 11, 2026) July Business Services, LLC (“JULY”), a leading tech-forward provider of 401(k) and other retirement plans, and Chairvolotti Financial (Chairvolotti), a CEFEX-certified ERISA 3(38) fiduciary investment manager headquartered in Winter Park,...
by Greg Snyder | May 6, 2026 | Advisor Webinars, Advisors
May 5, 2026 Tune in for a Washington Update with Bradford P. Campbell, who shares timely insights on the evolving legislative and regulatory landscape shaping retirement plans and the broader financial services industry. This webinar is sponsored by Jeff Jones and...
by Greg Snyder | Apr 30, 2026 | Advisor Webinars, Advisors
April 30, 2026 In this fast-paced, 1-hour session, we’ll cover the key retirement plan types, essential plan design concepts, and practical insights to help you better serve your clients and grow your practice. Watch the Webinar Explore More...
by Greg Snyder | Apr 24, 2026 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing Actuarial Services Team as a Compliance Consultant. In this role, you will enjoy the unique challenge of putting your existing retirement plan knowledge and service skills...
