Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.[+] Learn more
As industry experts and champions of JULY’s core values, our Executive Management Team helps our employees succeed in providing the best experience for our clients.
President & Chief Executive Officer
Jim founded July Business Services in 1994, after practicing as a Certified Public Accountant and providing retirement plan services for more than 20 years. Along the way he acquired an expertise in designing and providing administration services to qualified retirement plans. He is now an experienced veteran of the retirement plan industry with more than 35 years of experience.
As CEO Jim is primarily involved in the strategic management and operation of July Business Services, including sales and marketing, operations, and other business-critical services. He is also directly involved in growing and building JULY's sales and marketing efforts, including building relationships with key partners, referral sources, and vendors.
Jim has a B.B.A. in Accounting from Baylor University; his background is in income tax planning and compliance. He is a frequent speaker on retirement plan topics for financial consultants and other industry organizations, and has been a past speaker at U.S. Department of Labor training sessions.
It is Jim’s depth of knowledge that gives him the foundation to lead JULY in the retirement plan marketplace.
Chief Operating Officer
John co-founded JULY in 1994. He leads JULY's Operations, Sales, and Senior Leadership Teams and is responsible for guiding these teams to develop and execute JULY’s strategic plan. Prior to joining JULY, John practiced as a CPA with several national accounting firms, including Ernst & Young in Dallas. He is also involved in software development, product development, process improvement, team building, and providing strategic management support to JULY's overseas outsourcing company. John’s passion for his work helps support JULY’s overall vision of Building Retirement Security and fosters a company culture of innovation, quality and caring.
John graduated from Baylor University with Master of Taxation. He is a member of ASPPA (the American Society of Pension Professionals & Actuaries), currently serves as President of the ASPPA Benefits Council of Central Texas, and is an Alumni of Leadership Waco.
Away from work John enjoys spending time with family, traveling, kayak fishing, and watching Baylor sports.
Partner and Chief Consulting Officer
Blake is a partner in July Business Services and is JULY's Chief Consulting Officer. In this role, he is responsible for leading and managing the JULY Sales Team. He is a frequent speaker at conferences and meetings across the US and he maintains many key-partner relationships for JULY. In prior roles at JULY, he led the allocation and compliance team where he developed a deep understanding of the complex rules related to retirement plans. As an expert on technical matters, he is involved in the research and resolution of sometimes complex and technical operational issues. He also leads clients through IRS audits and DOL investigations.
Blake has a master's degree in accountancy from Baylor University and is a Certified Public Accountant. He graduated Magna Cum Laude from, and was selected as the Outstanding Spring 2000 Graduate of, Baylor's Hankamer School of Business. He also was selected for the spring 2000 Accounting Education Foundation Excellence Award. He has served as an adjunct professor at Baylor's Hankamer School of Business and is a member of ASPPA, the American Society of Pension Professionals & Actuaries.
He enjoys spending time with his wife and two young boys, attending Baylor sporting events, hiking and playing sports, and is a deacon and active member of Highland Baptist Church.
Vice President, Recordkeeping and New Business
Carol oversees the day-to-day operations for all daily valued defined contribution plans and the installation of all new and conversion plans. She is responsible for implementing and coordinating strategic goals and initiatives to ensure their effectiveness. She also ensures that daily recordkeeping works efficiently and effectively with other JULY departments. Carol occasionally conducts webinars for our advisors, clients and participants to acquaint them with the JULY website features and reporting capabilities.
Carol is a 35-year veteran of the industry, a Fellow in the Life Management Institute and a board member of the Relius Administration National Daily Users Group (RANDUG). Carol was chosen as the 2013 NAPW Woman of the Year in the retirement industry. She graduated from Franklin University, Columbus, OH, with a bachelor’s degree in Business Management.
Carol enjoys watching movies, reading novels, playing golf and watching all types of sports, especially college and pro football.
Director of Software Development
As the Director of Software Development for JULY, Greg is responsible for leading our team of software developers to design and implement new internal and client-facing software applications. Greg is a gradulate from Baylor University and has over 15 years of experience designing and implementing software solutions in the industry. In his spare time, Greg enjoys spending time with his family, playing piano and guitar, and cooking.
Vice President, Client Service Emerging Accounts
Heather manages a team of retirement plan consultants and client service representatives that provide plan administrative services to our clients. She oversees the preparation of the annual retirement plan reports, retirement plan tax compliance, consulting, as well as answering administration questions. She has worked in all aspects of retirement plan administration at July Business Services since December 2001. Heather is an Enrolled Retirement Plan Agent (ERPA), a Qualified Pension Administrator (QPA), a Qualified 401(k) Administrator and a member of ASPPA.
Heather graduated from Baylor University with a bachelor’s degree in Business Administration in Accounting.
Away from work, Heather enjoys cooking, attending Baylor events, and spending time with her family which includes 3 children.
Vice President of Systems and Processes
Matt supervises multiple supporting divisions for JULY, including Census, Deconversions, Client Implementation, Office Administration and Technology. He also oversees JULY’s organizational performance through KPI metrics. Matt's 12+ years in the industry gained him experience in many areas, including plan administration, distributions, plan documents, and recordkeeping.
Matt graduated from Baylor University with a bachelor of Business Administration/Finance, and a Master of Taxation in 2002. He is a CPA, a member of ASPPA, and the Texas State Board of Public Accountancy. He also appears in the Who’s Who of Professional Management.
Matt enjoys outdoor sports, especially bicycling and running. He is involved in his local church and works with a mentoring program at a local elementary school.
Vice President, Institutional Sales & Relationship Management
Michelle leads Institutional Relationships in order to support JULY’s client partners with sales, relationship management, thought leadership, product development, and marketing. In addition, Michelle supports JULY’s Marketing & Communications Department—responsible for event planning, marketing initiatives, and client facing communications. Since entering the retirement industry in 1995, she has dedicated her career to assisting advisors and plan sponsors with achieving retirement plan goals and managing multi-faceted client relationships with firms such as The 401(k) Company and Schwab Retirement Plan Services.
Michelle’s education includes a BS in Accounting from Park University and BBAs in Marketing and General Business from Tarleton State University. She is a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) by the American Society of Pension Professionals and Actuaries.
Outside of the office, Michelle enjoys running, mountain biking, and following her two daughters in competitive cheer, track and volleyball.
Human Resources Director
Pam Pryor is an experienced Human Resources professional that joined JULY in 2004. In her role as Human Resources Director, Pam is responsible for identification, recruitment and orientation of new employees, managing and overseeing employee compensation and benefits administration, and assisting our team in implementing employee training and development programs. She is also responsible for workplace law and regulations, performance management, employee relations and the management of social committees.
She is an active member of the local Heart of Texas SHRM Association, a member of the National SHRM (Society for Human Resources Management), and a certified and experienced instructor of Model-Netics, a management training and development program offered through the Main Event Management Corporation. This program is utilized by JULY to train new and experienced managerial employees.
In her free time Pam enjoys cooking, traveling, spending time with her family, and focusing on health and fitness.