Advisors

There is No Such Thing as a “Virtual” Meeting

March 11, 2021

Watch the webinar replay of There is No Such Thing as a “Virtual” Meeting. Recorded March 11th, 2021.

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

There is a wealth of opportunity on the small business 401(k) space. Nearly 90% of US businesses...

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

October 29, 2020

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...

September 24, 2020

Watch the webinar replay for What’s New at JULY? Innovative Ways We Can Help You in Your Practice, recorded September 24, 2020.

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...