JULY

Retirement plan experts for advisors & employers nationwide. 401(k) | MEP | PEP | Cash Balance | Defined Benefit. 30+ years strong.

[JULY @JulyServices]

To the dads and father figures out there, we hope you get to spend the day doing what you love with the people you love. Thank you for the steady work you do, both at home and for the clients and families who count on you.

[JULY @JulyServices]

Juneteenth is a celebration of freedom, resilience, and the ongoing pursuit of equality. Today we join in honoring its history and the generations who continue to carry it forward. #Juneteenth #FreedomDay

[JULY @JulyServices]

Voting in the 2026 NAPA Advisors' Choice Awards closes June 27.
If JULY has been a reliable partner in supporting your retirement plan clients, we'd be grateful for your vote.
https://t.co/0wUyzzpJDw
#NAPAAdvisorsChoice #RetirementPlans #FinancialAdvisors #VoteNow

[JULY @JulyServices]

AI tools are only as useful as the context you give them. A generic prompt gets you a generic answer.
Lisa's tip: build an identity file. Lisa put together a short follow-up video walking through exactly how to build one.
https://t.co/PLeQpqrSBX

[JULY @JulyServices]

This Wednesday, join us for a session on spotting qualified plan opportunities inside your existing relationships, converting participants and executives into private wealth clients, and building a practical action plan to put it all in motion.
https://t.co/YGFIkGaben

[JULY @JulyServices]

Inflation, rising costs, and short-term financial pressure are affecting retirement plan participation rates and contribution levels. Advisors who bring plan design conversations to the table are providing real value beyond investment selection.
https://t.co/wxFB3Ofdzk

[JULY @JulyServices]

Helping participants understand and use their benefits well is one of the most meaningful things a plan can do. JULY has built a financial wellness curriculum that gives plan sponsors a structured, ready-to-use resource.
https://t.co/tvr0sKPrfX

[JULY @JulyServices]

Please join us in welcoming Chris Imbrunone to the JULY sales team. He brings more than 20 years in financial services, with deep expertise in retirement plan consulting, advisor relationship management, and plan design, plus his CRPC designation.
https://t.co/Sk6uxTkocF

[JULY @JulyServices]

Cast your vote in the 2026 NAPA Advisors' Choice Awards! If JULY has been a reliable partner in supporting your retirement plan clients, we'd appreciate your support. Voting closes June 22nd.
https://t.co/qiLAquokkC
#NAPAAdvisorsChoice #RetirementPlans #FinancialAdvisors #VoteNow

[JULY @JulyServices]

Most advisors treat wealth management relationships and qualified plan business as two separate conversations. The advisors growing fastest are working them together.

June 17 | 3:00 PM CT | https://t.co/E7BJMsjJZ8
#FinancialAdvisors #RetirementPlans #WealthManagement

[JULY @JulyServices]

Small business owners want to offer competitive benefits, but the administrative burden of a standalone 401(k) can be a real barrier.
Launch401k PEP lets advisors bring enterprise-level retirement benefits to small business clients without the complexity.
https://t.co/cItvzXdojJ

[JULY @JulyServices]

Under SECURE 2.0, businesses with fewer than 100 employees may be eligible for credits covering up to $5,000 per year for three years in startup costs, plus an additional credit for employer contributions. Those numbers could change the conversation.
https://t.co/fqqCIxC8q9

[JULY @JulyServices]

We recently hosted a Washington Update featuring special guest Bradford P. Campbell, joined by Brian Smith, AVP of Sales at JULY, for a conversation on the issues reshaping retirement plans right now. Check out the replay now to stay up to date.
https://t.co/zScyH9LEyb

[JULY @JulyServices]

Memorial Day is a time to remember and honor the men and women who gave their lives in service to this country. We are deeply grateful for their sacrifice. Wishing everyone a safe and meaningful holiday weekend. #MemorialDay

[JULY @JulyServices]

Voting is open for the 2026 NAPA Advisors' Choice Awards! If JULY has been a reliable partner in supporting your retirement plan clients, we'd appreciate your vote.

It only takes a few minutes, and advisor voices are what drive this recognition.

https://t.co/S8XilQFIoP

#401k

[JULY @JulyServices]

Cash balance plans allow for significantly higher contribution limits than a traditional 401(k), making them especially valuable for older business owners who want to maximize savings in a shorter window.

https://t.co/xVRbE7VIT4

#FinancialAdvisors #CashBalancePlan #401k

[JULY @JulyServices]

AI is showing up in every corner of financial services. Are you using it in your practice? This Wednesday, join us for an open conversation on how advisors are putting AI to work. Submit your questions at registration and ask more live.

May 20 | 3 PM CT | https://t.co/X0aKr7hYLe

[JULY @JulyServices]

We're hiring a Payroll Implementation Sr. Specialist to serve as the primary point of contact for new clients through the full implementation process, from kickoff to go-live.

https://t.co/mp6Ej7J3Yx

#NowHiring #PayrollJobs #RetirementIndustry #FinancialServices

[JULY @JulyServices]

Do you want to better understand how to incorporate AI into your advisory practice? Join us for an engaging and interactive webinar where you’ll gain practical insights on how artificial intelligence is transforming the financial services landscape.

https://t.co/5nkMmCQ2sY

[JULY @JulyServices]

JULY has partnered with Chairvolotti Financial, a CEFEX-certified ERISA 3(38) fiduciary investment manager, to expand advisor access to JULY's Custom401k solution.
Read the full announcement:
https://t.co/N3XJjroBBT