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...
by Natalie Harris | May 16, 2023 | Advisor News, Advisors, General News
Waco, Texas, (May 16, 2023) July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, has entered into its third acquisition transaction of 2023 with Heartland Financial USA, Inc. subsidiary, Dubuque...
by Natalie Harris | Mar 29, 2023 | Advisor News, General News
M&A initiative continues to create strategic growth Waco, Texas, (March 29, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small and mid-size employers, has entered into an acquisition transaction with...
by Natalie Harris | Mar 17, 2023 | Advisor News, General News
M&A goals bring two teams together for growth and opportunity Waco, Texas, (March 21, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction...
