JULY's Blake Willis joins ASPPA Leadership Council
Blake Willis, President of Retirement Services, was named an at-large member for 2027 to guide the organization's future direction.
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Retirement plan administration provider
julyservices.comLast updated
In short: JULY expanded leadership, launched its Launch401k pooled plan, and added advisor resources.
Blake Willis, President of Retirement Services, was named an at-large member for 2027 to guide the organization's future direction.
The pooled employer structure lowers administrative costs and enables financial advisors to support client retention strategies easily.
Unrelated small businesses pool into one plan to transfer fiduciary duties and cut administrative work for both employers and advisors.
The capital injection supports white-label outsourcing services, accelerates retirement plan technology innovation, and finances future M&A activities across the US market.
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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