Latest Insights for Advisors

JULY Promotes Sales Leaders with Plans to Expand National Sales Presence

Record sales and innovative product development are driving a growing sales team Waco, Texas,...

Glass Half Full: Good News for Sponsors of Plans Undergoing IRS Audit

IRS recently announced a new pilot program for retirement plans that are selected for an IRS audit.

JULY Fuels Its Growth Strategy with Investments by Platform Partners

July Business Services, LLC (“JULY”), a leading national provider of 401k plan services to small to medium sized employers, announced today a capital investment by Platform Partners LLC (“Platform”), a private investment company headquartered in Houston.

Annual Contribution Limits for 2023

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 type of qualified retirement plan. These limits are indexed annually for inflation.

Breaking Through the Sea of Sameness: Six Ways to Differentiate Your Defined Contribution Practice

In this session we delve into ways to differentiate yourself within your retirement plan practice. We outline six innovative ideas for reinvigorating your DC practice.

Managed Accounts: A Personalized QDIA Solution

Learn how managed accounts, which offer customization at the participant level, can serve as a personalized QDIA option.

Fiduciary Governance Tools to Scale Your Practice

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.

Now’s the Time to Start a New Safe Harbor Plan – Let’s Talk Deadlines

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).