- 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.
Owner Only Plans
Owner Only Retirement Plans
JULY specializes in helping owner-only businesses maximize retirement savings. We have the expertise to help sole proprietors and other owner-only businesses design and administer retirement strategies that go beyond traditional retirement vehicles like SEPs and SIMPLE Plans. Details