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Retirement Plans

JULY Acquires Acuff to Expand Its National Presence

For Immediate Release Media Contact:Michelle LeCates254.730.7382mlecates@julyservices.com JULY Acquires Acuff to Expand Its National PresenceJULY is pursuing additional growth opportunities in 2024 and beyond Waco, TX (July 18, 2024) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, is pleased to announce the successful acquisition of...
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2024 IRS Plan Limits

Acuff & Associates Alert!            November 6, 2023 The IRS has released cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2024. The 2024 limits are contained in Notice 2023-75, released October 2024.

IRS 2023 Plan Limitations

Acuff & Associates Alert!            October 27, 2022 The IRS has released cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023. The 2023 limits are contained in Notice 2022-55, released October 2024.

Acuff Celebrates 30th Anniversary In Style

Acuff and Associates celebrated our 30th anniversary in style with a gala at the Grand Hyatt Nashville. The event was attended by Acuff personnel and their guests from our locations across the country.  Our staff were treated to dinner, dancing, and all that goes with such a grand celebration. Additionally, gifts and prizes were awarded. Just...
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