by Greg Snyder | Aug 19, 2024 | Advisor Articles, Advisors
August 16, 2024 | By Theresa Conti With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that...
by Greg Snyder | Aug 15, 2024 | General News
Waco, TX (August 20, 2024) JULY continues strategic leadership expansion to support growth JULY Business Services (JULY), a leading national provider of 401(k) plan services for small to mid-sized employers, is strengthening its strategic leadership with the recent...
by Greg Snyder | Jul 26, 2024 | Advisor Articles, Advisors, Employer Articles
July 26, 2024 | By Theresa Conti When we talk about how to increase 401(k) participation for women, we are really talking about why women need to save “differently” for retirement. For anyone, the considerations of how much money will be needed in retirement equates...
by Greg Snyder | Jul 26, 2024 | Advisor Webinars, Advisors
July 26, 2024 Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker. To read more about the survey, please click here. Watch the Webinar...
by Greg Snyder | Jul 18, 2024 | General News
Waco, TX (July 18, 2024) JULY is pursuing additional growth opportunities in 2024 and beyond Waco, TX (July 18, 2024) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, is pleased to...
