by Natalie Harris | Oct 24, 2025 | General News
October 24, 2025 Beginning in 2026, new rules will affect how certain retirement plan catch-up contributions are made. If you are age 50 or older, it’s important to understand how this change may apply to you. What’s Changing for You If you earned over $145,000 in...
by Natalie Harris | Sep 26, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Internal Sales Specialist. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and sales skills to work alongside a team of other retirement plan...
by Natalie Harris | Aug 29, 2025 | Advisor Webinars, Advisors
August 29, 2025 Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to...
by Greg Snyder | Sep 7, 2021 | Advisor News, Advisors, Employer News, Employers, General News
Waco, Texas, October 7, 2021– July Business Services (JULY) has completed integration with QuickBooks Online payroll software. Last year, JULY was among a select group of technology-based 401(k) recordkeepers Intuit chose to develop API-based integration with their...
