Advisor News

Creating SECURE Act Solutions

JULY's CEO, John Humphrey, contributed an insightful article to the Summer 2020 issue of Plan...

Complete Your Plan Offering: Take Advantage of JULY’s Expanded 3(16) Services While business...

Over the past decade there has been a trend among states to create state-sponsored retirement...

Waco, Texas, July 31, 2019 – July Business Services (JULY), an independently owned, national...

In honor of Veterans Day, JULY proudly acknowledges the service and sacrifices of its employees...

Disruption → Innovation Even in the wake of so much uncertainty as a result of the...

It can be done! The pandemic has limited traditional in-person networking. But forward-thinking...

The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded...

AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner,...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in late...

The beginning of the year is a popular time for employers to review their retirement plans for...