JULY, EXPAND and Investors Asset Management of Georgia Join Forces to Offer a PEP for Small Businesses and Charter Schools

Waco, TX (January 10, 2024)

  • JULY Business Services (JULY), a leading recordkeeping service provider for 401(k) plans, Expand Financial (EXPAND), an SEC Registered Investment Advisor serving as a 3(38) investment fiduciary, and Investors Asset Management of Georgia, a Registered Investment Advisor servicing corporate retirement plans and individual wealth management clients, are pleased to announce their strategic collaborative Pooled Employer Plan (PEP) 401(k) solution, Launch401k.

This collaborative effort aims to enhance retirement planning for traditional for-profit small businesses and extends its benefits to the education sector by serving charter schools and other 501(c)3 non-profit organizations.

The Launch401k PEP is a retirement solution allowing small businesses and charter schools to pool their resources, resulting in greater efficiency, reduced costs, and enhanced retirement benefits for employees.

    Key features of Launch401k include:

    1. Cost Efficiency: By consolidating resources, Launch401k PEP allows participating employers to benefit from reduced administrative costs and streamlined operations.
    2. Investment Expertise: Investors Asset Management of Georgia will bring its wealth of experience in investment management to ensure that the PEP offers a diverse and well-managed choice of low-cost index funds as well as their proprietary model portfolios.
    3. Serving Small Businesses: The PEP is specifically designed to meet the needs of small businesses, providing them with a competitive retirement benefit that was once reserved for larger corporations.
    4. Expansion into Education Sector: Recognizing the importance of retirement planning in the education sector, the PEP will extend its services to charter schools, allowing educators to access a robust retirement plan.

    “We are excited to partner with Investors Asset Management of Georgia on this innovative PEP solution. By combining our fiduciary investment oversight and JULY’s recordkeeping and administration strength with the investment management expertise of Investors Asset Management, we are confident in our collaboration to offer small businesses and charter schools a retirement solution that is both cost-effective and performance-driven.” ~Greg Bakke, CEO, EXPAND

    “At Investors Asset Management of Georgia, we believe in providing tailored investment solutions to meet the unique needs of our clients. Collaborating with JULY allows us to extend our commitment to excellence to a broader audience, making quality retirement planning accessible to small businesses and charter schools.” ~Timothy Rigby, President and Founder of Investors Asset Management

    For more information about the Launch401k PEP offered by JULY, EXPAND and Investors Asset Management of Georgia, please visit https://www.julyservices.com.

      • About JULY:

      JULY offers a modern suite of retirement plan solutions aimed at putting workplace plans within the reach of small businesses. JULY’s proprietary technology solutions streamline, automate, and simplify all facets of retirement plan setup and operation while its high-touch service model elevates the experience of employers, their employees, and their financial advisors. Today, JULY serves more than 7,800 401(k), cash balance, defined benefit, and other retirement plans across the country and provides expert white label and back-office support for other organizations. Please visit us at www.julyservices.com  to learn more.

        • About EXPAND:

        EXPAND is a Registered Investment Advisor that specializes in supporting advisors, broker dealers, recordkeepers, and other financial institutions in their effort to serve the 401(k) plan market.  EXPAND’s flexible service model supports all types of advisors and institutions, including those that offer 401(k) as a core part of their business and firms where 401(k) is a secondary part of what they do.  Whether serving as a direct plan fiduciary or in a back-office capacity, EXPAND brings expertise and proprietary technology to the 401(k) investment management process.  For more information about EXPAND, visit www.expandfinancial.com.

          • About Investors Asset Management of Georgia

          Investors Asset Management of Georgia, Inc. is a privately owned investment advisory firm. Members of the senior executive team have over 200 years of collective experience. Historically, the firm began as an advisory service for individuals. Over time, the firm added advisory services for retirement plans for corporations and non-profits and, eventually, model Target-Risk portfolios.

          The firm is a fee-only fiduciary advisor registered with the Securities and Exchange Commission. Underpinning each aspect of our business is our time-tested Core Investment Philosophy and customer service. Learn more at www.investorsassetmanagement.com.

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