Advisor Articles

Warning Signs

Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...

Keeping the Wolves Away

Here are some helpful tips on cybersecurity to share with your staff. By Theresa Conti...

Plan Amendment Best Practices

Have a recipe for success and follow it. Here are some helpful tips. By Theresa Conti &...

2023 Deadline for 2022 Retroactive Plans / Tax Filing Deadlines Overview

Advisors have been reaching out to us for specifics and guidance on 2023 deadlines for 2022 retroactive plans as well as tax filing deadlines. A retroactive plan (i.e. a plan for the 2022 tax year) can be adopted as long as the tax return has not been filed.

JULY Promotes Sales Leaders with Plans to Expand National Sales Presence

Record sales and innovative product development are driving a growing sales team Waco, Texas,...

Glass Half Full: Good News for Sponsors of Plans Undergoing IRS Audit

IRS recently announced a new pilot program for retirement plans that are selected for an IRS audit.

JULY Fuels Its Growth Strategy with Investments by Platform Partners

July Business Services, LLC (“JULY”), a leading national provider of 401k plan services to small to medium sized employers, announced today a capital investment by Platform Partners LLC (“Platform”), a private investment company headquartered in Houston.