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JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform

JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform

by Kibria Golam | Nov 30, 2021 | Advisor News, Advisors, General News

The small business PEP supports advisors using the Pershing custodial platform—easy to set up and serve. Waco, Texas, December 3, 2021 – July Business Services (JULY) announces Passport401k PEP, a cost-competitive Pooled Employer 401(k) Plan (PEP) and a SECURE...
Rules for Electronic Delivery of Participant Fee Disclosure Notices

Rules for Electronic Delivery of Participant Fee Disclosure Notices

by Kibria Golam | Jul 29, 2021 | Advisor News, Advisors, Employee Articles

Regulations issued by the U.S. Department of Labor (DOL) permit the Annual Participant Fee Disclosure Notice to be delivered either electronically or in paper. To comply with the rules for electronic delivery, employers must furnish the notice using measures...
Creating SECURE Act Solutions

Creating SECURE Act Solutions

by Kibria Golam | Apr 19, 2021 | Advisor News, Advisors, Employer News

JULY’s CEO, John Humphrey, contributed an insightful article to the Summer 2020 issue of Plan Consultant Magazine. The SECURE Act is a significant piece of legislation that clears the way for broader use of MEPs, but it could also be the catalyst for significant...

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