Latest Insights for Advisors

4 Ways to Make Small Business 401(k)s a Key Part of Your Practice

Many advisors will look to 2021 as a year to expand their advisory business to include more Small...

March 11, 2021

Watch the webinar replay of There is No Such Thing as a “Virtual” Meeting. Recorded March 11th, 2021.

Over the past decade there has been a trend among states to create state-sponsored retirement...

There is a wealth of opportunity on the small business 401(k) space. Nearly 90% of US businesses...

Waco, Texas, July 31, 2019 – July Business Services (JULY), an independently owned, national...

In honor of Veterans Day, JULY proudly acknowledges the service and sacrifices of its employees...

October 29, 2020

It can be done! The pandemic has limited traditional in-person networking. But forward-thinking...

The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded...

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.

AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner,...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in late...