by Natalie Harris | Dec 12, 2025 | Careers
Apply Job Description JULY is seeking a dynamic leader to build and lead our new Internal Channel Sales Desk supporting key advisors and institutional partner channels. This “player-coach” role combines hands-on selling and relationship-building with team leadership,... 
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... 
