Why is this relevant? The Tax Cuts and Jobs Act, passed in December 2017, includes a new deduction...
The New 20% Pass-Through / Qualified Business Income (QBI) Deduction Q & A
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Employer News
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...
What is a Pooled Plan Provider (PPP)?
The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded...
The Cash Balance Catch Up
AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner,...
JULY Hires Ryan Geringer as West Central Sales Director
Press Release Waco, TX - July Business Services (JULY), a 401(k) services company...
Expanding the Future of Retirement – MEPs, PEPs and the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in late...
Blake Willis Promoted to Chief Operating Officer
Blake Willis Promoted to Chief Operating Officer Waco, Texas, February 6, 2020 – July Business...