The JULY IRA helps participants with their savings goals keeping their monies invested for the...
Introducing JULY IRA to Support Participant Rollovers
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Employer News
JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online
 Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...
JULY Announces New Online Participant Enrollment Technology
Waco, TX, April 15, 2021 - July Business Services (JULY)...
Creating SECURE Act Solutions
JULY's CEO, John Humphrey, contributed an insightful article to the Summer 2020 issue of Plan...
He Did Not Know He Couldn’t Fly and So He Did
The following in an excerpt from the November 10th JULY Team Connect Newsletter, written by JULY’s...
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...
The New 20% Pass-Through / Qualified Business Income (QBI) Deduction Q & A
Why is this relevant? The Tax Cuts and Jobs Act, passed in December 2017, includes a new deduction...
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...