
201 - 500 employees
Founded 1994
💼 Consulting
🏥 Healthcare
🛡️ Insurance
Consulting • Healthcare • Insurance
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.
Selected: 🆕 Date Added.
🕒 September 30
Client Service Specialist supporting sponsors and advisors for JULY, a retirement plan services fintech company. Managing client inquiries, payroll uploads, compliance projects, and plan documentation remotely.
🤠 Texas – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
👻 Ghost score 12%
🕒 August 26
Regional Sales Director growing retirement-plan sales through financial advisors for JULY, a retirement-plan fintech services company. Building territory relationships, advising on plan design, and managing pipeline.
🕒 August 8
SoloK Associate supporting JULY’s small-business retirement plan clients and advisors. Handling plan questions, compliance projects, documentation, and inbound/outbound calls.
🕒 August 7
ERISA Team Leader overseeing retirement-plan compliance projects and technical escalations at JULY, a financial technology retirement-plan services company. Managing ERISA staff, legal plan documents, audits, restatements, and client support.
🕒 August 4
Installation Manager guiding new retirement-plan clients through setup, conversions, and recordkeeping operations at JULY. Educating sponsors and advisors while coordinating compliance, technology, and platform implementation.
🕒 June 30
Compliance Consultant managing retirement plans, focusing on Defined Benefit and Cash Balance Plans. Working within JULY's Actuarial Services Team to deliver expert guidance and service.