by Greg Snyder | Apr 24, 2026 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing Actuarial Services Team as a Compliance Consultant. In this role, you will enjoy the unique challenge of putting your existing retirement plan knowledge and service skills...
by Greg Snyder | Apr 22, 2026 | General News
Waco, TX (April 23, 2026) July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services for small to mid-sized employers, is pleased to announce the appointment of Chris McCarthy as Director, Strategic Accounts & Channel Development....
by Greg Snyder | Apr 2, 2026 | Advisor Webinars, Advisors
April 2, 2026 Brian Smith, AVP of Sales at JULY, explores the evolving landscape of state-mandated retirement plans and how they compare to Pooled Employer Plans (PEPs). As more states require employers to offer retirement benefits, this session provides a clear...
by Greg Snyder | Mar 2, 2026 | Advisor Webinars, Advisors
March 2, 2026 Matt Bravo, VP of Actuarial Services, shares practical strategies to help retirement plan advisors confidently position and sell cash balance plans. Moderated by Brian Smith, the session covers cash balance fundamentals, how to identify ideal candidates,...
by Greg Snyder | Jan 29, 2026 | Advisor Webinars, Advisors
January 29, 2026 SECURE 2.0 is entering its most transformative phase. In this advisor-focused webinar, JULY COO Blake Willis breaks down the key changes taking effect in 2026 and 2027, including Roth catch-up mandates, expanded limits, the Saver’s Match, paper...
