JULY fuels growth with its fourth strategic transaction in 2023 Waco, TX (June 20, 2023) – July...
JULY Acquires Sunwest Pensions to Expand Its National Presence
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Advisor News
JULY Announces Third Acquisition Transaction of 2023 with HTLF’s Retirement Plan Recordkeeping and Administration Business
Waco, Texas, (May 16, 2023) July Business Services, LLC (“JULY”), a leading national provider of...
JULY Announces Acquisition of Turning Point Associates
M&A initiative continues to create strategic growth Waco, Texas, (March 29, 2023) – July...
JULY Announces Acquisition Transaction with Digital Retirement Solutions
M&A goals bring two teams together for growth and opportunity Waco, Texas, (March 21, 2023) –...
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,...
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...