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...
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...
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...
by Natalie Harris | Jan 8, 2024 | Advisor News, General News
Waco, TX (January 10, 2024) JULY Business Services (JULY), a leading recordkeeping service provider for 401(k) plans, Expand Financial (EXPAND), an SEC Registered Investment Advisor serving as a 3(38) investment fiduciary, and Investors Asset Management of Georgia, a...
by Natalie Harris | Oct 24, 2023 | General News
Waco, TX (October 24, 2023) July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge. JULY was evaluated for the readiness of its infrastructure to...
by Natalie Harris | Jun 20, 2023 | Advisor News, Advisors, General News
JULY fuels growth with its fourth strategic transaction in 2023 Waco, TX (June 20, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, is pleased to announce the successful...
