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Introducing JULY IRA to Support Participant Rollovers

Introducing JULY IRA to Support Participant Rollovers

The JULY IRA helps participants with their savings goals keeping their monies invested for the...

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What’s New at JULY 2021

What’s New at JULY 2021

Date:October 22nd, 2021Watch the Webinar

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JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online

JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online

  Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with...

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Paying Fees from Plan Assets

Paying Fees from Plan Assets

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How the CARES Act Applies to Your Retirement Plan

How the CARES Act Applies to Your Retirement Plan

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SECURE Act

SECURE Act

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Four Things to Know About ERISA Fidelity Bonds and Fiduciary Liability Insurance

Four Things to Know About ERISA Fidelity Bonds and Fiduciary Liability Insurance

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Your World Evolves and Your Retirement Plan Should Too

Your World Evolves and Your Retirement Plan Should Too

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It’s Time to Restate Your Defined Benefit Plan Document

It’s Time to Restate Your Defined Benefit Plan Document

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Encourage Greater Participation with a QACA Safe Harbor

Encourage Greater Participation with a QACA Safe Harbor

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Aligning Plan Design with Your Goals

Aligning Plan Design with Your Goals

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Advantages of an Unbundled Retirement Plan Solution

Advantages of an Unbundled Retirement Plan Solution

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JULY is 450 professionals dedicated to the idea that it’s important to help people create financial security in retirement.
Learn how “we live our values.“

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July Business Services includes the following affiliated companies: Expand Financial LLC, an SEC registered RIA and Expand Financial LLC dba BOA LLC. Expand Financial advisory services are additionally offered through Mid-Atlantic Financial Management, Inc (MAFM) dba eFiduciary Advisor (eFA) and Expand Financial LLC. MAFM/eFA is not a subsidiary or control affiliate of July Business Services, BOA, or Expand Financial LLC.

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