- 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
November 13, 2020
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 CEO, John Humphrey. Over the last 5 years, and especially this past year, ... Read more +
November 10, 2020
JULY Honors Veterans
In honor of Veterans Day, JULY proudly acknowledges the service and sacrifices of its employees and employee family members who have served our country within a branch of the U.S. ... Read more +
October 29, 2020
What’s New At JULY
Disruption → Innovation Even in the wake of so much uncertainty as a result of the COVID-19 pandemic, JULY believes our mission to build retirement security is ... Read more +
September 30, 2020
Financial Advisor Marketing & Prospecting During COVID
It can be done! The pandemic has limited traditional in-person networking. But forward-thinking advisors aren’t discouraged… Here are 5 Ways Advisors Can Meet Clients ... Read more +