by Greg Snyder | Feb 18, 2022 | Advisor Webinars, Advisors
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by Greg Snyder | Feb 7, 2022 | Advisor News, Advisors, General News
Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined role, she continues to focus on growing the Central territory which includes JULY’s home state of Texas. Waco, Texas, February 7, 2022 – July Business Services (JULY) is...
by Greg Snyder | Nov 30, 2021 | Advisor News, Advisors, General News
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and serve. Waco, Texas, December 3, 2021 – July Business Services (JULY) announces Passport401k PEP, a cost-competitive Pooled Employer 401(k) Plan (PEP) and a SECURE...
by Greg Snyder | Nov 12, 2021 | Advisor Articles, Advisors
First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest evolution in the 401(k) marketplace and was made possible through the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. A PEP allows employers to...
by Greg Snyder | Oct 22, 2021 | Advisor Webinars, Advisors, Employer Webinars, Employers, General News
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