by Greg Snyder | Jul 25, 2025 | Advisor Webinars
July 25, 2025 The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan...
by Greg Snyder | Jun 27, 2025 | Advisor Webinars, Advisors
June 27, 2025 Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics,...
by Greg Snyder | Jun 17, 2025 | General News
Waco, TX (June 17, 2025) July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services for small to mid-sized employers, is pleased to announce the acquisition of Employee Incentive Plans, Inc. (“EIP”), marking JULY’s seventh successful...
by Greg Snyder | May 29, 2025 | Advisor Webinars, Advisors
May 29, 2025 Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory,...
by Greg Snyder | Apr 30, 2025 | Advisor News, Advisors, Employer News, Employers, General News, Latest
Waco, TX (May 1, 2025) Entrepreneur Of The Year celebrates ambitious entrepreneurs who are shaping the future Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the...
