Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...
JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online
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Advisor News
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...
What’s New At JULY
October 29, 2020
Financial Advisor Marketing & Prospecting During COVID
It can be done! The pandemic has limited traditional in-person networking. But forward-thinking...
What is a Pooled Plan Provider (PPP)?
The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded...
The Cash Balance Catch Up
AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner,...
Expanding the Future of Retirement – MEPs, PEPs and the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in late...