General News Archives - JULY Services

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

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

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

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...

JULY, EXPAND and Investors Asset Management of Georgia Join Forces to Offer a PEP for Small Businesses and Charter Schools

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...

July Business Services is First to Earn a CEFEX Certification for Operational Fiduciaries in Pooled Plans

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...

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