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...
by Natalie Harris | Jan 26, 2023 | Advisor Articles, Advisor News, Advisors, Employer Articles, Employer News, Employers, General News
Record sales and innovative product development are driving a growing sales team Waco, Texas, (January 26, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, recently announced the...
by Natalie Harris | Oct 25, 2022 | Advisor Articles, Advisor News, Advisors, Employee Articles, Employee News, Employees, Employer Articles, Employer News, Employers, General News
Investment will accelerate product development while supporting M&A goals October 25th, 2022 Waco, Texas, (October 25th, 2022) – July Business Services, LLC (“JULY”), a leading national provider of 401k plan services to small to medium sized employers, announced...
by Natalie Harris | Oct 24, 2022 | 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...
by Natalie Harris | Jun 27, 2022 | Advisor News, Advisors, Employers, General News
June 27th, 2022 Waco, TX – July Business Services (JULY), a leading national recordkeeper and third-party administrator, has partnered with Group Plan Systems, LLC (GPS) of San Diego to bring GPS’s first Pooled Employer Plan (PEP) to market. As an independent...
by Natalie Harris | Mar 28, 2022 | Advisor Articles, Advisor News, Advisors, Employer Articles, Employer News, Employers, General News
The JULY IRA helps participants with their savings goals keeping their monies invested for the future. Waco, Texas, March 30, 2022 – July Business Services (JULY) announces JULY IRA (JULY IRA), an integrated IRA rollover solution designed specifically for small...
