- Prime Interest Rate Lowered to 3.25%
- JULY promotes Blake Willis to serve as Chief Operating Officer
- JULY partners with Stadion to offer enhanced participant managed account solution. Read more...
- The passing of the SECURE Act is good news for many Plan Sponsors starting a retirement plan or adopting automatic enrollment.
- Learn about the changes and relief the CARES Act provides for retirement plan participants.
News and Media
September 18, 2020
The Cash Balance Catch Up
AUTHOR: Blake Willis, COO of JULY Services I am grateful for the American small business owner, and I admire their grit, tenacity and innovative spirit. Small business owners ... Read more +
September 10, 2020
Don’t Shirk Fiduciary Responsibility – Shift It
Offering a retirement plan to employees has several benefits for small business owners. 1. Speaks volumes about how they value their employees 2. Demonstrates their long-range ... Read more +
September 2, 2020
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 2019. Designed to aid Americans’ ability to save for retirement, it enjoyed ... Read more +
June 30, 2020
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 compliance and effectiveness. This year, when you’re evaluating your 401(k) plan, ... Read more +