Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...
Warning Signs
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Employers
Keeping the Wolves Away
Here are some helpful tips on cybersecurity to share with your staff. By Theresa Conti...
Plan Amendment Best Practices
Have a recipe for success and follow it. Here are some helpful tips. By Theresa Conti &...
Instructions to Obtain Your IREG Credentials
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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...
JULY Fuels Its Growth Strategy with Investments by Platform Partners
Investment will accelerate product development while supporting M&A goalsOctober 25th, 2022...
Annual Contribution Limits for 2024
Maximum Amounts that Can Be Funded to Qualified Retirement Plans  ERISA has established plan...
JULY Helps Group Plan Systems Launch their First Pooled Employer Plan
June 27th, 2022 Waco, TX – July Business Services (JULY), a leading national recordkeeper and...
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
What’s New at JULY 2021
Date:October 22nd, 2021Watch the Webinar
JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online
 Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...