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...
by Natalie Harris | Mar 13, 2023 | News
March 13, 2023 Download the PDF of this article San Diego, CA – The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology, and consulting firm, has added Annie Messer as President, Member Relations, effective March 13, 2023. “We are excited...
by Natalie Harris | Feb 3, 2023 | News, Pete Swisher
Cherisha Chapman, Steve Niehoff, and Pete Swisher | February 3rd, 2023 Download the PDF of this article Startup Tax Credits under SECURE 2.0—Easy Reading Version with FAQs The enhanced startup credit is possibly the single highest impact provision of SECURE 2.0 and is...
by Natalie Harris | Dec 30, 2022 | News, Pete Swisher
Cherisha Chapman and Pete Swisher | December 30th, 2022 Download the PDF Executive Summary This is a massive piece of legislation. There are 92 provisions and they are almost universally good, with “good” being defined as “helpful to the cause of promoting retirement...
by Natalie Harris | Jun 27, 2022 | News
by ASPPA NET STAFF | JUNE 8, 2022 Independent operational fiduciary Group Plan Systems, LLC has signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP) for which GPS will serve as the...
