News and Media



Over the past decade there has been a trend among states to create state-sponsored retirement plans. A move is underfoot in many states to mandate participation. 1 What is a  ...  Read more +

3(16) fiduciary    401(k) Plan    Customized Retirement Plans    July Business Services    PEP    Retirement Plan    Small Businesses    

Grow Your Practice with Small Business 401(k) Plans There is a wealth of opportunity on the small business 401(k) space. Nearly 90% of US businesses have fewer than 20 employees1.  ...  Read more +

401(k) Plan    401(k) services    July Business Services    Retirement Plan    Small Businesses    

Many advisors will look to 2021 as a year to expand their advisory business to include more Small Business 401(k)s. Here are 4 steps to help you further your  ...  Read more +

401(k) Plan    July Business Services    Retirement Plan    Small Businesses    

Complete Your Plan Offering: Take Advantage of JULY’s Expanded 3(16) Services While business owners are driven, focused and thoughtful when it comes to their work, they need  ...  Read more +