Last month, we hosted an engaging conversation with a diverse group of female leaders who shared their journeys, insights, and challenges within the 401(k) industry. Catch a replay of this session to hear a wide range of experiences and perspectives. #webinar #financialadvisors #401k https://hubs.li/Q02W-rWX0
July Business Services
金融服务
Waco，Texas 4,729 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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Brian Smith, QPA, QKC, QKA and Michelle LeCates are having a blast at IMPACT 2024! Stop by and see them at booth RPH03. #SchwabIMPACT
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In the right situations, Cash Balance Plans can provide tax mitigation and significant savings. To see if a Cash Balance Plan is right for your client, check out our calculator! #cashbalance #401k #retirementplanning #financialadvisor https://hubs.li/Q02XY0rm0
Should you add a Cash Balance plan? - JULY Services
https://www.julyservices.com
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Launch401k provides the support and features needed to allow you to best achieve your plan goals. #pep #401k #financialadvisor https://hubs.li/Q02YwGKs0
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Next week, JULY’s Michelle LeCates and Brian Smith, QPA, QKC, QKA are attending IMPACT 2024. If you are attending, stop by and see us at booth RPH03. #SchwabIMPACT
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Brian Smith, QPA, QKC, QKA, Bill Riccio, AIF?, and Amy McDaniel, QKS enjoyed connecting with advisors in San Diego at the Avantax National Conference! Thank you to everyone who stopped by.
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We are excited to announce that Amy McDaniel, QKS has joined our sales team! With over 15 years of sales and service experience in the retirement planning industry, Amy is passionate about assisting advisors and plan sponsors with all aspects of the retirement plan sales process. She supports advisors with plan design strategy, proposals, and presentations. https://hubs.li/Q02XXGxV0
Amy McDaniel - JULY Services
https://www.julyservices.com
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On Veterans Day, we take a moment to express our gratitude to all who have served. Thank you to our veterans for your sacrifice and dedication to our nation’s freedom. #VeteransDay
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JULY is here to help participants plan for their financial future, but there are many important factors for future retirees to consider when designing their ideal retirement lifestyle. Read more about designing a happy and satisfying retirement in this guide by Forbes. #retirement https://hubs.li/Q02WnWQM0
Try This Guide To Design A Satisfying And Happy Retirement
social-www.forbes.com
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Key deadlines are approaching for certain retirement plans! Take a moment to read more about important sales and notice deadlines that may affect your client. #401k #financialadvisor https://hubs.li/Q02WnG-S0
Important Sales Deadlines Are Nearing - JULY Services
https://www.julyservices.com