401(k) Plan Associate – Owner Only Plans

Job Description

July Business Services is seeking candidates for the position of 401(k) Plan Associate – Owner Only Plans to work on a team with other retirement plan professionals to provide administration and recordkeeping services to Owner Only 401(k) Plans.  The person in this role will learn about 401(k) plan servicing providing an opportunity for a career path in the retirement services industry.

About JULY

July Business Services is a growing, innovative retirement plan services firm headquartered in Waco, Texas.  We support a diverse nationwide remote workforce with a strong company culture where employees can grow and develop their professional talents.  JULY provides high quality retirement plan services to over 5,000 small and mid-sized employers, representing more than 120,000 plan participants.  We offer competitive salaries and benefits and a family-friendly culture.

Job Objectives

Learn the details of how 401(k) plans operate for owner only businesses and become an in-house expert and go-to resource for other JULY team members on all aspects of 401(k) plan operation, including plan setup and installation, ongoing plan servicing requests, plan funding and contribution calculations, and plan terminations. 

Job Duties

  • Monitor and review tasks and emails assigned to the Owner Only 401(k) Team.
  • Assist in the completion of Owner Only 401(k) Plan administration reports.
  • Request and follow-up for client information on various 401(k) plan projects.
  • Work with clients and other JULY team members to manage and set up new 401(k) plans.
  • Assist with various tasks related to departing and terminating clients.
  • Be an in-house resource to JULY Client Service Associates on questions regarding owner-only 401(k) plans.
  • Participate in phone and email communication with clients and JULY Client Service Associates.

Skills / Experience / Credentials

  • 2 Years Customer Service or Retirement Plan Experience
  • Bachelor’s Degree Preferred

Benefits

  • 401(k) Plan with fully vested 5% employer match.
  • Company pays 100% of employee health insurance.
  • Three weeks of Paid Time Off.
  • Other miscellaneous employee benefits.

To Apply

Email your resume to employment@julyservices.com or you may fax your resume to (214) 594-6986, Attn: Human Resources.

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