
201 - 500 employees
Founded 1994
💸 Finance
🤝 B2B
👥 HR Tech
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.
🕒 October 24, 2025
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.