Matt Foster with Franklin Templeton joins JULY for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker. Join us on July 24th at 3:00 pm CT to learn more! #webinar #retirementplanning #financialadvisor https://hubs.li/Q02FVWqD0
July Business Services
Financial Services
Waco, Texas 4,431 followers
We help build futures. Your easy-to-start 401k plan is just the beginning.
About us
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.
- Website
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http://www.julyservices.com
External link for July Business Services
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Waco, Texas
- Type
- Privately Held
- Founded
- 1994
- Specialties
- 401k Plan Administration, 401k Recordkeeping, Payroll Services, ERISA Consulting, and Cash Balance
Locations
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Primary
Get directions
400 Austin Avenue
Suite 1200
Waco, Texas 76701, US
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Get directions
Employees at July Business Services
Updates
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Encourage participants to take a proactive step today by updating their beneficiary information. Ensuring participants’ loved ones are cared for is a thoughtful commitment to their future security and a responsible measure to protect the participants’ assets. #BeneficiaryReview #FinancialPlanning #SecureYourFuture #401k https://hubs.li/Q02F2k390
Videos - JULY Services
https://www.julyservices.com
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Happy 4th of July from all of us at JULY! Let's take a moment to appreciate the freedom and opportunities we have in America. Wishing everyone a safe and joyful holiday! #IndependenceDay #4thOfJuly
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Learn about distributions, pro-rata rules, and more in this informative article from PLANSPONSOR! #retirement #plansponsor https://hubs.li/Q02DrvMN0
What Pro-Rata Rules Mean When Taking Plan Distributions | PLANSPONSOR
plansponsor.com
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Have you ever wondered how JULY got to where we are today? Visit our site for a fun JULY history lesson! https://hubs.li/Q02DCBv30
How We Got Here - JULY Services
https://www.julyservices.com
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Today is International Joke Day! It’s Monday, and we could all use a laugh, so share your best joke in the comments! #internationaljokeday
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Some of JULY's Austin-based employees had a fantastic time connecting over lunch earlier this week. #lovewhereyouwork #Austin #401k
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Do your clients run small or medium-sized businesses? JULY’s Pooled Employer Plan (PEP), Launch 401k, was designed with them in mind. PEPs offer a practical, affordable solution for smaller businesses that want to provide competitive retirement benefits without the costs and administrative complexities of a standalone plan. Help your clients take advantage of this innovative option today! #pep #pooledemployerplan #retirementplan #financialadvisor https://hubs.ly/Q02BVtFP0
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As retirement savers plan for their financial futures, understanding how current retirees navigate their retirement years can offer invaluable insights. The latest Profile of Older Americans from the Federal Administration for Community Living provides a detailed snapshot of life for those aged 65 and older. https://hubs.ly/Q02BVxRS0
Yes, Americans Are Aging But Their Experiences Are Very Different
social-www.forbes.com
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Earlier this month, we hosted a webinar with PIMCO discussing the powerful influence emotions have on decision-making. To learn how to best manage client emotions and behaviors and pick up some solutions to help mitigate behavioral biases, watch the replay at your convenience! #webinar #financialadvisor https://hubs.li/Q02D0FDP0
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