The small business PEP supports advisors using the Pershing custodial platform—easy to set up and...
JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform
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Advisor News
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...
Simplify with JULY’s 3(16) Services
Complete Your Plan Offering: Take Advantage of JULY’s Expanded 3(16) Services While business...
Don’t Shirk Fiduciary Responsibility – Shift It
Over the past decade there has been a trend among states to create state-sponsored retirement...
JULY Announces Merger / Acquisition Transaction with Summit Benefit Solutions
Waco, Texas, July 31, 2019 – July Business Services (JULY), an independently owned, national...
JULY Honors Veterans
In honor of Veterans Day, JULY proudly acknowledges the service and sacrifices of its employees...
What’s New At JULY
Disruption → Innovation Even in the wake of so much uncertainty as a result of the...
Financial Advisor Marketing & Prospecting During COVID
It can be done! The pandemic has limited traditional in-person networking. But forward-thinking...