Work Effectively with a 3(38) Fiduciary

Greg Bakke, President & CTO of Expand Financial, shares ways to build scale and simplicity into your practice with the help of a 3(38) fiduciary. Learn about the multi-faceted role of the 3(38) as well as ways to distinguish yourself as a plan advisor working alongside a 3(38) fiduciary.

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JULY Announces Acquisition Transaction with Digital Retirement Solutions

JULY Announces Acquisition Transaction with Digital Retirement Solutions

July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction with Digital Retirement Solutions (“DRS”). The DRS acquisition is part of JULY’s increased focus on strategic growth and represents the firm’s third acquisition in the past four years.