Latest Insights for Employers
Solo 401(k) Plans – Exclusively for Owner-Only Businesses
With a JULY Solo 401(k) Plan, sole proprietors and other owner-only businesses can take advantage...
Everyone Can Use a PEP Talk | Incorporating PEPs in Your Practice
Date:June 9th, 2021Watch the Webinar
Borrowing From Your 401(k) Plan – The Good, The Bad, and The Ugly
The majority of 401(k) plans (89.41%) allow participants to take loans from their plan accounts.*...
Leveraging JULY’s Technology: 3(16) & Participant Enrollment
Date:April 27th, 2021Watch the Webinar
JULY Announces New Online Participant Enrollment Technology
Waco, TX, April 15, 2021 - July Business Services (JULY)...
Creating SECURE Act Solutions
JULY's CEO, John Humphrey, contributed an insightful article to the Summer 2020 issue of Plan...
He Did Not Know He Couldn’t Fly and So He Did
The following in an excerpt from the November 10th JULY Team Connect Newsletter, written by JULY’s...
Simplify with JULY’s 3(16) Services
Complete Your Plan Offering: Take Advantage of JULY’s Expanded 3(16) Services While business...
There is No Such Thing as a “Virtual” Meeting
March 11, 2021
Watch the webinar replay of There is No Such Thing as a “Virtual” Meeting. Recorded March 11th, 2021.
How the CARES Act Applies to Your Retirement Plan
CORONAVIRUS-RELATED DISTRIBUTIONS (CRD) A plan participant may take a coronavirus-related...
Maximizing a Business Owner’s Retirement Benefit
It's a common story - business owners put everything into their businesses for years before being...
Don’t Shirk Fiduciary Responsibility – Shift It
Over the past decade there has been a trend among states to create state-sponsored retirement...