Retirement Careers

At JULY you are part of a team that helps companies provide retirement benefits to employees. You have an opportunity to put important skills to use, including written and verbal communication, accounting, technical research, and analytical skills.

Specialize in a Growing Field

Retirement plans, including 401(k) plans, have become one of the most popular employee benefits offered by companies today. Because of this, both JULY and the Retirement plan industry as a whole have experienced considerable growth in recent years, giving us the opportunity to serve new clients and hire and train new employees. Learn more about this specialist field below.

Put Your Talents To Work

At JULY, we believe people perform best when doing what they enjoy. We work hard to match people's skills with the right positions. Below are some of the job descriptions at JULY:

  • Plan Consulting.  Our retirement plan consultants interact directly with company owners and management, helping them design and maintain retirement plans for their employees.
  • Marketing & Sales.  Marketing and sales consultants work with financial consultants and other intermediaries, providing technical and sales support to prospective clients.
  • New Business Specialists.  Our New Business Team helps coordinate the setup of new plans and the conversion of existing plans from their current retirement vendor.
  • Disbursement Coordinator. Our Disbursements Team helps with the calculation and processing of distributions and plan loans for participants.
  • Plan Recordkeeper. Our Plan Recordkeepers work with our internet-based retirement system to process and reconcile daily financial transactions.

Employee Training

We believe in helping people reach their potential. At JULY we provide a comprehensive training program for both new and experienced employees through a blend of classroom and on-the-job training. Our classroom training includes monthly, in-house seminars led by senior consultants and company management and periodic full and multi-day seminars led by outside instructors who are experts in their fields. We also provide employees with mentors and team leaders to help them with on-the-job learning.

* indicates required field

Acceptable file types: doc,docx,pdf.
Maximum file size: 20mb.
News View all

Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

[+] Learn more

Dedicated Technical Support
Each of your clients receive a dedicated Client Service Manager (CSM) to provide day-to-day technical support.  Our CSMs... Learn more
Sales Support
The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in helping you grow your... Learn more
Copyright: © 2011, July Business Services