Latest Insights for Employers
JULY Honors Veterans
In honor of Veterans Day, JULY proudly acknowledges the service and sacrifices of its employees...
What’s New At JULY
October 29, 2020
Grow Your Business with the Power of Story
Watch the webinar replay for Grow Your Business with the Power of Story, recorded October 7, 2020.
Financial Advisor Marketing & Prospecting During COVID
It can be done! The pandemic has limited traditional in-person networking. But forward-thinking...
What is a Pooled Plan Provider (PPP)?
The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded...
What’s New at JULY? Innovative Ways We Can Help You in Your Practice
September 24, 2020
Watch the webinar replay for What’s New at JULY? Innovative Ways We Can Help You in Your Practice, recorded September 24, 2020.
The Cash Balance Catch Up
AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner,...
JULY Hires Ryan Geringer as West Central Sales Director
Press Release Waco, TX - July Business Services (JULY), a 401(k) services company...
Expanding the Future of Retirement – MEPs, PEPs and the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in late...
Blake Willis Promoted to Chief Operating Officer
Blake Willis Promoted to Chief Operating Officer Waco, Texas, February 6, 2020 – July Business...
Could Your 401(k) Plan Better Meet Your Business’ Needs?
The beginning of the year is a popular time for employers to review their retirement plans for...