Start Your Plan
For Employees
- Start Here
- Calculators
- Videos
- FAQs
- Glossary
Contact
Login
- Participants
- Employers
- Advisors
- TPAs

How It Works
Clear Pricing
Your JULY Team
Insights
Partners
- Advisors
- TPAs

How It Works
Clear Pricing
Your JULY Team
Insights
Start Your Plan
For Employees
- Start Here
- Calculators
- FAQs
- Glossary
Contact Us
Login
- Employees
- Employers
- Advisors
- TPAs
Partners
- Advisors
- TPAs

Latest Insights for Employers

Search for:

401(k) Fiduciary Compliance
401(k) Technical Resources
JULY Products and Services
Retirement Plan Design
Tools and Technology

JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online

JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online

Advisor News, Advisors, Employer News, Employers

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

Paying Fees from Plan Assets

Paying Fees from Plan Assets

Employer Videos, Employers

How the CARES Act Applies to Your Retirement Plan

How the CARES Act Applies to Your Retirement Plan

Employer Videos, Employers

SECURE Act

SECURE Act

Employer Videos, Employers

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

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

Employer Videos, Employers

Your World Evolves and Your Retirement Plan Should Too

Your World Evolves and Your Retirement Plan Should Too

Employer Videos, Employers

It’s Time to Restate Your Defined Benefit Plan Document

It’s Time to Restate Your Defined Benefit Plan Document

Employer Videos, Employers

Encourage Greater Participation with a QACA Safe Harbor

Encourage Greater Participation with a QACA Safe Harbor

Employer Videos, Employers

Aligning Plan Design with Your Goals

Aligning Plan Design with Your Goals

Employer Videos, Employers

Advantages of an Unbundled Retirement Plan Solution

Advantages of an Unbundled Retirement Plan Solution

Employer Videos, Employers

Understanding Financial Statement Audits

Understanding Financial Statement Audits

Employer Videos, Employers

Maximizing a Business Owner’s Retirement Benefit

Maximizing a Business Owner’s Retirement Benefit

Employer Videos, Employers

« Older Entries

JULY is 250 professionals dedicated to the idea that it’s important to help people create financial security in retirement.
Learn how “we live our values.“

Privacy Policy | Terms of Use

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.

© 2021 July Business Services | Website Design by GSM Marketing