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 substantially all operational requirements under ERISA and the Internal Revenue Code.

Firm partners with industry leaders to expand access to retirement plans for small businesses. by PETE SWISHER Cambridge, a leading provider of...

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.

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 Pooled Plan Provider (PPP).

The retirement industry got two new plan types via the SECURE Act—pooled employer plans (PEPs) and “groups of plans” (GoPs). But proposed regulations issued on Sept. 14 might effectively kill the GoP provision as a useful product tool.