Latest Insights for Advisors

The Secrets of Success as a Navy SEAL

May 19, 2023

Capital Group associate, Jonathan Wilson, shares how lessons he learned as a Navy SEAL helped him succeed in sales and can be used to help unify and motivate sales teams.

JULY Announces Third Acquisition Transaction of 2023 with HTLF’s Retirement Plan Recordkeeping and Administration Business

July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, has entered into its third acquisition transaction of 2023 with Heartland Financial USA, Inc. subsidiary, Dubuque Bank and Trust Company, and its division HTLF Retirement Plan Services (“HTLF”) to acquire its recordkeeping and administration business.

Cash Balance 201 & Marketing

April 28, 2023

Delve into more of the technical aspects of cash balance plans

Cash Balance 101 & Marketing

April 17, 2023

In this session Brian Smith, JULY’s Senior Institutional Sales Director, will cover the basics of cash balance plans.

2023 Deadline for 2022 Retroactive Plans / Tax Filing Deadlines Overview

Advisors have been reaching out to us for specifics and guidance on 2023 deadlines for 2022 retroactive plans as well as tax filing deadlines. A retroactive plan (i.e. a plan for the 2022 tax year) can be adopted as long as the tax return has not been filed.

What to Know About PEPs vs. State-Run Plans

April 12, 2023

Many states have passed or introduced legislation that mandates employers provide retirement plans to their employees. We invite you to join JULY’s COO, Blake Willis, will cover some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).

JULY Announces Acquisition of Turning Point Associates

Waco, Texas, (March 29, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small and mid-size employers, has entered into an acquisition transaction…

JULY Announces Acquisition Transaction with Digital Retirement Solutions

July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction with Digital Retirement Solutions (“DRS”). The DRS acquisition is part of JULY’s increased focus on strategic growth and represents the firm’s third acquisition in the past four years.