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Annual Contribution Limits for 2022

Annual Contribution Limits for 2022

by Kibria Golam | Nov 10, 2021 | Advisor Articles, Advisor News, Advisors, Employees

Maximum Amounts that Can Be Funded to Qualified Retirement Plans   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...
JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online

JULY Announces New Payroll Integration Partnership: Intuit QuickBooks Online

by Kibria Golam | Sep 7, 2021 | Advisor News, Advisors, Employer News, Employers

  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...
Paying Fees from Plan Assets

Paying Fees from Plan Assets

by Kibria Golam | Aug 30, 2021 | Employer Videos, Employers

How the CARES Act Applies to Your Retirement Plan

How the CARES Act Applies to Your Retirement Plan

by Kibria Golam | Aug 30, 2021 | Employer Videos, Employers

SECURE Act

SECURE Act

by Kibria Golam | Aug 30, 2021 | Employer Videos, Employers

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July Business Services includes the following affiliated companies: Expand Financial LLC, an SEC registered RIA and Expand Financial LLC dba BOA LLC. Expand Financial advisory services are additionally offered through Mid-Atlantic Financial Management, Inc (MAFM) dba eFiduciary Advisor (eFA) and Expand Financial LLC. MAFM/eFA is not a subsidiary or control affiliate of July Business Services, BOA, or Expand Financial LLC.

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