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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...

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