Record sales and innovative product development are driving a growing sales team Waco, Texas,...
JULY Promotes Sales Leaders with Plans to Expand National Sales Presence
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Advisor News
JULY Fuels Its Growth Strategy with Investments by Platform Partners
Investment will accelerate product development while supporting M&A goalsOctober 25th, 2022...
Annual Contribution Limits for 2023
Maximum Amounts that Can Be Funded to Qualified Retirement Plans  ERISA has established plan...
JULY Helps Group Plan Systems Launch their First Pooled Employer Plan
June 27th, 2022 Waco, TX – July Business Services (JULY), a leading national recordkeeper and...
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
With Continued Expansion on the Horizon, JULY Promotes Sales Leaders to Support Future Growth
Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined...
JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and...
Annual Contribution Limits for 2022
Maximum Amounts that Can Be Funded to Qualified Retirement Plans  ERISA has established plan...
JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online
 Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...
Participant Disclosure FAQs
Q. Who is responsible for providing disclosures to participants? A. You, as plan sponsor and plan...
Rules for Electronic Delivery of Participant Fee Disclosure Notices
Regulations issued by the U.S. Department of Labor (DOL) permit the Annual Participant Fee...
Creating SECURE Act Solutions
JULY's CEO, John Humphrey, contributed an insightful article to the Summer 2020 issue of Plan...