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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.
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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).
June 20, 2022
Join JULY and Nuveen as we explore…
May 26, 2022
May 13, 2022
April 29, 2022
April 8, 2022
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
March 22, 2022
February 18, 2022
Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined...