In honor of Veterans Day, JULY proudly acknowledges the service and sacrifices of its employees...
JULY Honors Veterans
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Employers
What’s New At JULY
Disruption → Innovation Even in the wake of so much uncertainty as a result of the...
Grow Your Business with the Power of Story
Date and Time:October 7th, 2020Watch the Webinar
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...
What’s New at JULY? Innovative Ways We Can Help You in Your Practice
Date and Time:September 24th, 2020Watch the Webinar
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...
Could Your 401(k) Plan Better Meet Your Business’ Needs?
The beginning of the year is a popular time for employers to review their retirement plans for...