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 President of Human Resources.
JULY Business Services (JULY), a leading recordkeeping service provider for 401(k) plans, Expand Financial (EXPAND), a full-service 3(38) investment fiduciary, and Investors Asset Management of Georgia, a reputable investment management firm, are pleased to announce their strategic collaborative Pooled Employer Plan (PEP) 401(k) solution, Launch401k.
JULY fuels growth with its fourth strategic transaction in 2023
July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, has entered into its third acquisition transaction of 2023 with Heartland Financial USA, Inc. subsidiary, Dubuque Bank and Trust Company, and its division HTLF Retirement Plan Services (“HTLF”) to acquire its recordkeeping and administration business.
Waco, Texas, (March 29, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small and mid-size employers, has entered into an acquisition transaction…
July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction with Digital Retirement Solutions (“DRS”). The DRS acquisition is part of JULY’s increased focus on strategic growth and represents the firm’s third acquisition in the past four years.
Record sales and innovative product development are driving a growing sales team Waco, Texas,...
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.
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 type of qualified retirement plan. These limits are indexed annually for inflation.
Waco, TX – July Business Services (JULY), a leading national recordkeeper and third-party administrator, has partnered with Group Plan Systems, LLC (GPS) of San Diego to bring GPS’s first Pooled Employer Plan (PEP) to market. As an independent operational fiduciary, GPS will serve as the Pooled Plan Provider (PPP).
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined...