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. In this newly created role, McCarthy will lead JULY’s national channel and institutional distribution program, building strategic partnerships with broker-dealers, RIAs, TAMPs, custodians, and other key players across the retirement plan marketplace.
Michelle LeCates, Senior Vice President, Business Development & Marketing, shared:
“Chris brings exactly the kind of seasoned leadership and deep channel expertise we need to take JULY’s distribution strategy to the next level. His ability to build high-impact relationships across broker-dealers, RIAs, and institutional platforms will be invaluable as we continue to grow our advisor network and expand our reach in the retirement marketplace.”
In his new role, McCarthy will be responsible for architecting JULY’s channel strategy, negotiating institutional partnerships, expanding advisor reach, and ensuring JULY achieves preferred-provider status within key distribution ecosystems. He will partner across JULY’s sales, marketing, and product teams to ensure channel relationships deliver value on both sides – giving partners the tools and support to grow, while driving consistent, measurable results for JULY.
“I’ve spent my career in this industry, and I know the difference between firms that talk about values and firms that live them. JULY lives them. I can’t wait to get to work building partnerships that reflect that – ones where advisors and plan sponsors genuinely feel the impact.”
McCarthy holds Series 6, 7, 24, and 63 licenses. He is based in the Boston, Massachusetts area.
For more information, visit www.julyservices.com.
JULY offers a comprehensive suite of modern retirement plan solutions, with a focus on making workplace plans accessible to millions of small businesses. Leveraging proprietary technology solutions, JULY simplifies and automates all aspects of retirement plan setup and operation. Additionally, the company’s high-touch service model ensures a superior experience for employers, employees, and financial advisors. Presently, JULY serves more than 10,000 401(k), cash balance, defined benefit, and other retirement plans across the United States. The company also provides expert white label, co-branded, and back-office support for other organizations. Please visit us at www.julyservices.com and www.julypartnersolutions.com to learn more.
