by Greg Snyder | 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...
by Greg Snyder | Feb 7, 2022 | Advisor News, Advisors, General News
Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined role, she continues to focus on growing the Central territory which includes JULY’s home state of Texas. Waco, Texas, February 7, 2022 – July Business Services (JULY) is...
by Greg Snyder | Nov 30, 2021 | Advisor News, Advisors, General News
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and serve. Waco, Texas, December 3, 2021 – July Business Services (JULY) announces Passport401k PEP, a cost-competitive Pooled Employer 401(k) Plan (PEP) and a SECURE...
by Greg Snyder | Oct 22, 2021 | Advisor Webinars, Advisors, Employer Webinars, Employers, General News
Date: October 22nd, 2021 Watch the Webinar Explore More...
by Greg Snyder | Sep 7, 2021 | Advisor News, Advisors, Employer News, Employers, General News
Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with QuickBooks Online payroll software. Last year, JULY was among a select group of technology-based 401(k) recordkeepers Intuit chose to develop API-based integration with their...
