Date:
October 22nd, 2021
What’s New at JULY 2021
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Panel Discussion on Enhancing Participant Engagement
June 27, 2025
Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.
JULY Acquires Employee Incentive Plans, Inc., Expanding National Reach and Deepening Retirement Plan Capabilities
June 17, 2025
July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services for small to mid-sized employers, is pleased to announce the acquisition of Employee Incentive Plans, Inc. (“EIP”), marking JULY’s seventh successful acquisition in the past two years.
Best Practices for Pricing Retirement Plan Services
May 29, 2025
Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.