Latest Insights for Advisors
Grow Your Practice with Small Business 401(k) Plans
There is a wealth of opportunity on the small business 401(k) space. Nearly 90% of US businesses...
JULY Announces Merger / Acquisition Transaction with Summit Benefit Solutions
Waco, Texas, July 31, 2019 – July Business Services (JULY), an independently owned, national...
JULY Honors Veterans
In honor of Veterans Day, JULY proudly acknowledges the service and sacrifices of its employees...
What’s New At JULY
October 29, 2020
Financial Advisor Marketing & Prospecting During COVID
It can be done! The pandemic has limited traditional in-person networking. But forward-thinking...
What is a Pooled Plan Provider (PPP)?
The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded...
What’s New at JULY? Innovative Ways We Can Help You in Your Practice
September 24, 2020
Watch the webinar replay for What’s New at JULY? Innovative Ways We Can Help You in Your Practice, recorded September 24, 2020.
The Cash Balance Catch Up
AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner,...
Expanding the Future of Retirement – MEPs, PEPs and the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in late...
Could Your 401(k) Plan Better Meet Your Business’ Needs?
The beginning of the year is a popular time for employers to review their retirement plans for...