Latest Insights for Employers

Warning Signs

Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...

Keeping the Wolves Away

Here are some helpful tips on cybersecurity to share with your staff. By Theresa Conti...

Plan Amendment Best Practices

Have a recipe for success and follow it. Here are some helpful tips. By Theresa Conti &...

Instructions to Obtain Your IREG Credentials

Watch the Video

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.

Annual Contribution Limits for 2024

ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.

JULY Helps Group Plan Systems Launch their First Pooled Employer Plan

Waco, TX – July Business Services (JULY), a leading national recordkeeper and third-party administrator, has partnered with Group Plan Systems, LLC (GPS) of San Diego to bring GPS’s first Pooled Employer Plan (PEP) to market. As an independent operational fiduciary, GPS will serve as the Pooled Plan Provider (PPP).