Learn how fiduciary governance is crucial to the successful operation of any retirement plan, and how fiduciary considerations can be incorporated into the development of your practice and prospecting strategies.
Fiduciary Governance Tools to Scale Your Practice
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JULY Helps Group Plan Systems Launch their First Pooled Employer Plan
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 operational fiduciary, GPS will serve as the Pooled Plan Provider (PPP).