News and Media



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 +

Industry News    

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 +

401(k) services    Retirement Plan    

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 +

401(k) Plan    401(k) services    Cash Balance Plan    Customized Retirement Plans    Retirement Plan    Secure Act