Latest Insights for Advisors

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.

LinkedIn Best Practices for Advisors

February 27, 2023

Listen to social media expert and financial services veteran Bruce Johnston to learn ways to get the most out of LinkedIn.

The Road Ahead | A Brief Overview of Secure 2.0

February 8, 2023

Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the changes mean to you, your business and your clients as well as highlight new related opportunities.

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.