- 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
April 13, 2021
JULY Announces New Online Participant Enrollment Technology
Waco, TX, April 15, 2021 – July Business Services (JULY) recently released proprietary 401(k) enrollment software designed to streamline the participant enrollment ... Read more +
January 13, 2021
Don’t Settle for State-Run Retirement Plans
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 +
December 21, 2020
Grow Your Practice with Small Business 401(k) Plans
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 +
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 +