by Greg Snyder | May 11, 2026 | General News
Waco, TX (May 11, 2026) July Business Services, LLC (“JULY”), a leading tech-forward provider of 401(k) and other retirement plans, and Chairvolotti Financial (Chairvolotti), a CEFEX-certified ERISA 3(38) fiduciary investment manager headquartered in Winter Park,...
by Greg Snyder | Apr 22, 2026 | General News
Waco, TX (April 23, 2026) 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 appointment of Chris McCarthy as Director, Strategic Accounts & Channel Development....
by Greg Snyder | Oct 24, 2025 | General News
October 24, 2025 Beginning in 2026, new rules will affect how certain retirement plan catch-up contributions are made. If you are age 50 or older, it’s important to understand how this change may apply to you. What’s Changing for You If you earned over $145,000 in...
by Greg Snyder | 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...
by Greg Snyder | 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...
by Greg Snyder | 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...
