by Natalie Harris | Dec 15, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Installation Manager. In this role, you will enjoy the unique challenge of proactively guiding new clients through the installation process while providing friendly service and setting...
by Natalie Harris | Dec 12, 2025 | Careers
Apply Job Description JULY is seeking a senior distribution leader to build and expand our institutional and channel partnerships across the retirement plan marketplace. This role owns national relationships with advisor home offices, broker-dealers, custodians,...
by Natalie Harris | Nov 20, 2025 | Careers
Apply Summary July Business Services (JULY) is seeking an individual to join our growing actuarial department as an Actuarial Team Associate. In this role, you will partner closely with a team of actuaries and retirement plan professionals focused on Defined Benefit...
by Natalie Harris | Oct 24, 2025 | General News
October 24, 2025 Beginning in 2026, new rules will affect how certain retirement plan catch-up contributions are made. If you are age 50 or older, it’s important to understand how this change may apply to you. What’s Changing for You If you earned over $145,000 in...
by Natalie Harris | Oct 19, 2025 | Advisor Articles, Advisors
October 20, 2025 The SECURE 2.0 Act brought a wide range of enhancements to retirement plans — and one of the most practical changes for small business owners is the new ability to convert a SIMPLE IRA to a 401(k) mid-year. Historically, once a SIMPLE IRA was...
