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

Advisor News
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...
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...
Could Your 401(k) Plan Better Meet Your Business’ Needs?
The beginning of the year is a popular time for employers to review their retirement plans for...