Retirement benefits shouldn’t be complicated or expensive. Launch401k, designed for small businesses, is JULY’s Pooled Employer Plan (PEP) that lowers costs, reduces administrative burden, and simplifies compliance. #Launch401k #PEP #SmallBusiness #Retirement https://hubs.li/Q038bp9S0
July Business Services
金融服务
Waco，Texas 4,848 位关注者
We help build futures. Your easy-to-start 401k plan is just the beginning.
关于我们
JULY is a leading national retirement plan company supporting thousands of employers and their employees with hi-touch, tech-enabled retirement plan services. From 401k’s to MEPs, PEPs, Cash Balance and Defined Benefit plans, we have served as plan experts to advisory firms, TPAs, and employers for over 25 years. Over the last decade, JULY’s software development and technology solutions teams have worked to reimagine the client experience by streamlining, automating, and simplifying all facets of starting and running a retirement plan. Talk to us about how we can help you deliver more to your clients.
- 网站
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https://www.julyservices.com
July Business Services的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Waco，Texas
- 类型
- 私人持股
- 创立
- 1994
- 领域
- 401k Plan Administration、401k Recordkeeping、Payroll Services、ERISA Consulting和Cash Balance
地点
July Business Services员工
动态
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SECURE 2.0 remains a top priority for plan sponsors in 2025, but many struggle to navigate the changes. Plan sponsors need trusted advisors to help them understand their responsibilities and avoid potential compliance risks. At JULY, we provide the tools, resources, and expertise to help you confidently guide your clients. https://hubs.li/Q038bs550
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Last week, we celebrated the birthday of our CEO, John Humphrey! John's leadership, vision, and dedication inspire us all. We are thankful for you!
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Our success is built on the dedication and talent of the JULY team. Every day, you go above and beyond to support advisors, plan sponsors, and participants. Today, we want to take a moment to recognize and appreciate all that you do. #EmployeeAppreciation #ThankYou
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Are you offering Cash Balance Plans to your high-income clients? These plans allow for tax-deferred contributions well beyond a traditional 401(k), helping business owners and professionals maximize savings while reducing tax liability. If you’re not incorporating Cash Balance Plans into your practice, you could be missing a major opportunity. Contact us today to learn more! #FinancialAdvisors #RetirementStrategies #CashBalancePlans https://hubs.li/Q037DZB90
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Our Sales Team is growing! We are proud to announce that Teresa Taylor has been promoted to Regional Sales Director - Northeast Texas. With more than 25 years of sales and service experience in the retirement planning industry, Teresa is the most highly credentialed member of our sales team and we are excited to see her step into this new role. https://hubs.li/Q038pN090?
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SECURE 2.0 has expanded retirement plan eligibility for long-term, part-time employees. Navigating the new rules can be tricky, but understanding the key requirements will help plan sponsors stay compliant and avoid potential pitfalls. Check out this article from 401k Specialist Magazine for insights on how to guide your clients through the transition. https://hubs.li/Q037FjZ00
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SECURE legislation has changed retirement planning. With updates on the horizon, your clients are counting on you to stay ahead of the changes. Learn more this Thursday at 3:00 p.m. CT when ERISA expert Bradford Campbell joins JULY for a “Washington Update”! https://hubs.li/Q037DXHC0
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JULY is a proud sponsor of this year's Junior Achievement of Arizona 4.01K Fun Run and Phocus Charity Car Show! If you are local to Phoenix, consider coming out to support a great cause! #401k
We are less than 2 WEEKS AWAY from the 4.01K Fun Run & Phocus Charity Car Show! Bring the whole family out on March 1st for a day of fun in the sun with a race, DJ, swag, classic cars and more at the event that is fueling financial literacy for the next generation. Register now at https://lnkd.in/gmtp4Fmz!
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Next week, February 27th at 3:00 p.m. CT, Bradford Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025. You won’t want to miss Campbell’s critical insights for employers, advisors, and plan sponsors as they navigate the evolving retirement landscape. Thank you to Jeff Jones, SVP and Senior Retirement Consultant with Federated Hermes, for sponsoring this session! https://hubs.li/Q036HqtN0