- 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 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 +
September 29, 2020
What is a Pooled Plan Provider (PPP)?
The SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act expanded Americans’ access to retirement savings. One of its provisions created an entirely ... Read more +
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 +