Latest Insights for Advisors
Marketing & Prospecting with Cash Balance Plans
April 8, 2022
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
What Advisors Need to Know About PEPs vs. State-Run Plans
March 22, 2022
Make PEPs a Part of Your Retirement Plan Practice
February 18, 2022
With Continued Expansion on the Horizon, JULY Promotes Sales Leaders to Support Future Growth
Barker and Smith have been tapped to lead JULY’s East and West sales regions. In Perri’s redefined...
JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and...
Is a PEP the Right 401(k) Solution for My Client?
First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest...
What’s New at JULY 2021
October 22, 2021
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JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online
Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...
Best Practices for a Thriving Retirement Plan Business
August 19, 2021
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Summary of Provisions in the SECURE Act
Prepared by Jim Hudson, Chairman, JULYThe Setting Every Community Up for Retirement Enhancement...
Participant Disclosure FAQs
Q. Who is responsible for providing disclosures to participants? A. You, as plan sponsor and plan...