General News
Annual Contribution Limits for 2025
November 4, 2024
ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.
JULY Welcomes Bill Riccio as Vice President of National Sales & Promotes Adam Barker to Vice President of TPA Partner Services
JULY Business Services (JULY), a leading national provider of 401(k) plan services for small to mid-sized employers, is strengthening its strategic leadership with the recent appointment of Bill Riccio as Vice President of Sales assuming Adam Barker’s role leading the national sales team, and the promotion of Adam to Vice President of TPA Partner Services.
JULY Acquires Acuff to Expand Its National Presence
JULY is pursuing additional growth opportunities in 2024 and beyond
JULY Welcomes Ginger H. Gibbs as Senior Vice President, Human Resources
JULY Business Services (JULY), a leading national provider of 401(k) plan services to small to mid-sized employers, continues its trajectory of strategic expansion with the recent appointment of Ginger H. Gibbs as the new Senior Vice President of Human Resources.
JULY, EXPAND and Investors Asset Management of Georgia Join Forces to Offer a PEP for Small Businesses and Charter Schools
JULY Business Services (JULY), a leading recordkeeping service provider for 401(k) plans, Expand Financial (EXPAND), a full-service 3(38) investment fiduciary, and Investors Asset Management of Georgia, a reputable investment management firm, are pleased to announce their strategic collaborative Pooled Employer Plan (PEP) 401(k) solution, Launch401k.
July Business Services is First to Earn a CEFEX Certification for Operational Fiduciaries in Pooled Plans
JULY Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge.
JULY Acquires Sunwest Pensions to Expand Its National Presence
JULY fuels growth with its fourth strategic transaction in 2023
JULY Announces Third Acquisition Transaction of 2023 with HTLF’s Retirement Plan Recordkeeping and Administration Business
July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, has entered into its third acquisition transaction of 2023 with Heartland Financial USA, Inc. subsidiary, Dubuque Bank and Trust Company, and its division HTLF Retirement Plan Services (“HTLF”) to acquire its recordkeeping and administration business.
JULY Announces Acquisition of Turning Point Associates
Waco, Texas, (March 29, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small and mid-size employers, has entered into an acquisition transaction…
JULY Announces Acquisition Transaction with Digital Retirement Solutions
July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction with Digital Retirement Solutions (“DRS”). The DRS acquisition is part of JULY’s increased focus on strategic growth and represents the firm’s third acquisition in the past four years.
JULY Promotes Sales Leaders with Plans to Expand National Sales Presence
Record sales and innovative product development are driving a growing sales team Waco, Texas,...
JULY Fuels Its Growth Strategy with Investments by Platform Partners
July Business Services, LLC (“JULY”), a leading national provider of 401k plan services to small to medium sized employers, announced today a capital investment by Platform Partners LLC (“Platform”), a private investment company headquartered in Houston.