Corporate Roundup: JULY Acquires EIP, Nationwide Unveils Digital Experience

July Business Services, LLC has acquired Employee Incentive Plans, Inc. (EIP), effective as of May 30, 2025.

The acquisition also includes the merger of AtlasMark Financial, Inc.’s (AFI) retirement plan advisory practice with Expand Financial, LLC (EXPAND), a wholly owned subsidiary of JULY. EXPAND operates as an investment fiduciary partner, offering plan sponsors expert management of retirement plan investment lineups. EXPAND’s model, grounded in ERISA fiduciary standards, supports advisors with competitive tools and a scalable service platform designed to fuel growth.

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