by Deanna Fisher | Oct 24, 2023 | News
July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge. JULY was evaluated for the readiness of its infrastructure to support compliance with...
by Deanna Fisher | Jul 24, 2023 | News
Firm partners with industry leaders to expand access to retirement plans for small businesses. Cambridge, a leading provider of financial solutions to independent financial professionals, is excited to announce the launch of EveryoneSaves PEPs, which were first...
