Latest Insights for Employers

Leveraging JULY’s Technology: 3(16) & Participant Enrollment

Date:April 27th, 2021Watch the Webinar

Waco, TX, April 15, 2021 - July Business Services (JULY)...

JULY's CEO, John Humphrey, contributed an insightful article to the Summer 2020 issue of Plan...

The following in an excerpt from the November 10th JULY Team Connect Newsletter, written by JULY’s...

Complete Your Plan Offering: Take Advantage of JULY’s Expanded 3(16) Services While business...

March 11, 2021

Watch the webinar replay of There is No Such Thing as a “Virtual” Meeting. Recorded March 11th, 2021.

CORONAVIRUS-RELATED DISTRIBUTIONS (CRD) A plan participant may take a coronavirus-related...

Over the past decade there has been a trend among states to create state-sponsored retirement...

There is a wealth of opportunity on the small business 401(k) space. Nearly 90% of US businesses...

Winter is a great time of year to review your retirement account. For one thing, it’s tax season....

Why is this relevant? The Tax Cuts and Jobs Act, passed in December 2017, includes a new deduction...

Waco, Texas, July 31, 2019 – July Business Services (JULY), an independently owned, national...