
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.
🕒 June 30
Retirement Plan Consultant at July Business Services supporting clients with retirement plan compliance. Engaging with team members and clients to ensure quality control and efficient processes.
🕒 June 30
Retirement Plan Consultant | Junior Associate supporting internal teams with retirement plan compliance and administration. Engaging in various projects and collaborating with internal and external partners.
🕒 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.