by Greg Snyder | 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 Greg Snyder | 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 Greg Snyder | 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 Greg Snyder | 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 Greg Snyder | 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 Greg Snyder | 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...
