
Finance • B2B • HR Tech
July Business Services is a provider of employer-focused retirement plan solutions that helps businesses start and run 401(k) plans. The company offers plan administration and fiduciary services, payroll integration, enrollment and personalized employee experiences, and online tools like calculators, tax credit estimators, and educational webinars. It serves employers, advisors, TPAs and employees and is affiliated with an SEC-registered investment advisor to support retirement plan management and compliance.
November 20
Actuarial Team Associate at JULY managing defined benefit and cash balance plans. Collaborating with actuaries and helping with regulatory compliance and plan administration.
November 13
Payroll Implementation Specialist ensuring seamless transitions from sales to client services for small business retirement plans and payroll services.
October 24
Client Service Manager at JULY Business Services managing retirement plans and building relationships with small business clients. Providing expertise in compliance and operational matters across retirement plans.
October 24
Installation Manager at JULY guiding clients through retirement plan installations and providing support. Ensuring seamless transitions and excellent client relations for business growth.
October 24
Client Service Manager for combo retirement plans at JULY, utilizing expertise in retirement planning and client service. Engaging with small business clients and advising on compliance and operational matters.