June 27th, 2022 Waco, TX – July Business Services (JULY), a leading national recordkeeper and...
JULY Helps Group Plan Systems Launch their First Pooled Employer Plan
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Employers
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...
Paying Fees from Plan Assets
How the CARES Act Applies to Your Retirement Plan Video
SECURE Act
Four Things to Know About ERISA Fidelity Bonds and Fiduciary Liability Insurance
Your World Evolves and Your Retirement Plan Should Too
It’s Time to Restate Your Defined Benefit Plan Document
Encourage Greater Participation with a QACA Safe Harbor
