by Greg Snyder | May 6, 2026 | Advisor Webinars, Advisors
May 5, 2026 Tune in for a Washington Update with Bradford P. Campbell, who shares timely insights on the evolving legislative and regulatory landscape shaping retirement plans and the broader financial services industry. This webinar is sponsored by Jeff Jones and...
by Greg Snyder | Apr 30, 2026 | Advisor Webinars, Advisors
April 30, 2026 In this fast-paced, 1-hour session, we’ll cover the key retirement plan types, essential plan design concepts, and practical insights to help you better serve your clients and grow your practice. Watch the Webinar Explore More...
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...
