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JULY Acquires Employee Incentive Plans, Inc., Expanding National Reach and Deepening Retirement Plan Capabilities

JULY Acquires Employee Incentive Plans, Inc., Expanding National Reach and Deepening Retirement Plan Capabilities

by Natalie Harris | Jun 17, 2025 | General News

Waco, TX (June 17, 2025) July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services for small to mid-sized employers, is pleased to announce the acquisition of Employee Incentive Plans, Inc. (“EIP”), marking JULY’s seventh successful...
EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist

EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist

by Natalie Harris | Apr 30, 2025 | Advisor News, Advisors, Employer News, Employers, General News, Latest

Waco, TX (May 1, 2025) Entrepreneur Of The Year celebrates ambitious entrepreneurs who are shaping the future Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the...
Annual Contribution Limits for 2025

Annual Contribution Limits for 2025

by Natalie Harris | Nov 4, 2024 | Advisor Articles, Advisor News, Advisors, Employer Articles, Employer News, Employers, General News

Maximum Amounts that Can Be Funded to Qualified Retirement Plans   ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each...
JULY Welcomes Bill Riccio as Vice President of National Sales & Promotes Adam Barker to Vice President of TPA Partner Services

JULY Welcomes Bill Riccio as Vice President of National Sales & Promotes Adam Barker to Vice President of TPA Partner Services

by Natalie Harris | Aug 15, 2024 | General News

Waco, TX (August 20, 2024) JULY continues strategic leadership expansion to support growth JULY Business Services (JULY), a leading national provider of 401(k) plan services for small to mid-sized employers, is strengthening its strategic leadership with the recent...
JULY Acquires Acuff to Expand Its National Presence

JULY Acquires Acuff to Expand Its National Presence

by Natalie Harris | Jul 18, 2024 | General News

Waco, TX (July 18, 2024) JULY is pursuing additional growth opportunities in 2024 and beyond Waco, TX (July 18, 2024) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, is pleased to...
JULY Welcomes Ginger H. Gibbs as Senior Vice President, Human Resources

JULY Welcomes Ginger H. Gibbs as Senior Vice President, Human Resources

by Natalie Harris | Jan 16, 2024 | Advisor News, Advisors, Employer News, Employers, General News

Waco, TX (January 16, 2024) JULY Business Services (JULY), a leading national provider of 401(k) plan services to small to mid-sized employers, continues its trajectory of strategic expansion with the recent appointment of Ginger H. Gibbs as the new Senior Vice...
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