February 27, 2023
Listen to social media expert and financial services veteran Bruce Johnston to learn ways to get the most out of LinkedIn.
LinkedIn Best Practices for Advisors
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Advisors
The Road Ahead | A Brief Overview of Secure 2.0
February 8, 2023
Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the changes mean to you, your business and your clients as well as highlight new related opportunities.
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,...
Glass Half Full: Good News for Sponsors of Plans Undergoing IRS Audit
IRS recently announced a new pilot program for retirement plans that are selected for an IRS audit.
JULY Fuels Its Growth Strategy with Investments by Platform Partners
July Business Services, LLC (“JULY”), a leading national provider of 401k plan services to small to medium sized employers, announced today a capital investment by Platform Partners LLC (“Platform”), a private investment company headquartered in Houston.
Breaking Through the Sea of Sameness: Six Ways to Differentiate Your Defined Contribution Practice
October 17, 2022
In this session we delve into ways to differentiate yourself within your retirement plan practice. We outline six innovative ideas for reinvigorating your DC practice.
Managed Accounts: A Personalized QDIA Solution
August 18, 2023
Learn how managed accounts, which offer customization at the participant level, can serve as a personalized QDIA option.
Fiduciary Governance Tools to Scale Your Practice
July 25, 2022
Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations can be incorporated into the development of your practice and prospecting strategies.
Now’s the Time to Start a New Safe Harbor Plan – Let’s Talk Deadlines
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JULY Helps Group Plan Systems Launch their First Pooled Employer Plan
Waco, TX – July Business Services (JULY), a leading national recordkeeper and third-party administrator, has partnered with Group Plan Systems, LLC (GPS) of San Diego to bring GPS’s first Pooled Employer Plan (PEP) to market. As an independent operational fiduciary, GPS will serve as the Pooled Plan Provider (PPP).
“Insuring” Your Value: 3 Ways Personalization and Lifetime Income Can Protect Your Business While Gaining New Clients
June 20, 2022
Join JULY and Nuveen as we explore…
Work Effectively with a 3(38) Fiduciary
May 26, 2022