Latest JULY Services News & Updates

See the latest news and media coverage for JULY. We track all announcements, press releases, and industry mentions in real time, all in one place.

JULY Services (JULY)

Personalized retirement plan solutions

julyservices.com

Headquarters: Waco, United States
Founded year: 1994
Company type: Private company
Number of employees: 200–500
Industry: Pension Funds

Last updated Today

Latest news about JULY Services (JULY)

In short: JULY expanded its leadership team, launched the Launch401k pooled employer plan, and introduced AI resources for retirement advisors.

Company announcements

Today JULY

JULY launches an eight-module Financial Wellness Curriculum

The curriculum includes eight short video modules paired with worksheets, covering net worth, cash flow, and long-term planning for plan sponsors.

July 21 JULY

JULY highlights Safe Harbor 401(k) plan deadline

New plans must be operational by October 1, with submissions due by August 14.

June 29 JULY

JULY expands its senior leadership team with two appointments

Blake Willis promoted to President of Retirement Services and Josh Bulgin appointed Chief Commercial Officer, focusing on operational evolution and scalability.

12 December 2023 JULY

JULY discusses SECURE 2.0 changes for retirement plans

The post covers long-term part-time employee eligibility, family attribution rules, and the EPCRS correction system for plan sponsors.

Media coverage

14 January 2015 Social(k)

Simplifying 401(k) Management with July Services - Social(k)

Details or apply at socialhsa.net ... July Services located in Waco TX is a firm specializing in the administration and recordkeeping of defined contribution plans...

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