by Natalie Harris | Jan 16, 2024 | Advisor News, Advisors, Employer News, Employers, General News
Waco, TX (January 16, 2024) JULY Business Services (JULY), a leading national provider of 401(k) plan services to small to mid-sized employers, continues its trajectory of strategic expansion with the recent appointment of Ginger H. Gibbs as the new Senior Vice...
by Natalie Harris | Jan 8, 2024 | Advisor News, General News
Waco, TX (January 10, 2024) JULY Business Services (JULY), a leading recordkeeping service provider for 401(k) plans, Expand Financial (EXPAND), an SEC Registered Investment Advisor serving as a 3(38) investment fiduciary, and Investors Asset Management of Georgia, a...
by Natalie Harris | Dec 22, 2023 | Advisor Articles, Employer Articles
December 12th, 2023 | By Theresa Conti The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of...
by Natalie Harris | Dec 7, 2023 | Advisor Webinars, Advisors
Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary. Watch the Webinar Explore More...