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July Business Services is a national retirement plan services firm headquartered in Waco, Texas with locations in Dallas, Austin, San Antonio, Chicago, New York, and St. Cloud, Minnesota. JULY provides high quality retirement plan administration services, including a 401(k) recordkeeping platform, plan administration services, and integrated payroll to investment advisors, employers, and employees across the U.S.

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No Current Openings Details Waco, TX

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

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Troubled Plan Consulting
As retirement plan rules have become more and more complex and regulatory scrutiny has increased, it has become common for... 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
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