by Natalie Harris | 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 Natalie Harris | 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 Natalie Harris | Oct 24, 2022 | Advisor Articles, Advisor News, Advisors, Employee Articles, Employee News, Employees, Employer Articles, Employer News, Employers, General News
Maximum Amounts that Can Be Funded to Qualified Retirement Plans ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each...
by Natalie Harris | 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 Natalie Harris | Sep 12, 2022 | Careers
Apply Job Description As a Client Service Specialist at July Business Services (JULY) you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. As you gain...
