General News
July Business Services Expands Its Senior Leadership Team
June 29, 2026
Blake Willis promoted to President of Retirement Services; Josh Bulgin joins as Chief Commercial Officer to lead transformation and growth.
JULY Expands Advisor and Institutional Footprint with Chairvolotti Financial Partnership
May 11, 2026
Partnership aligns JULY’s modern recordkeeping technology and high-touch service model with Chairvolotti’s fiduciary investment expertise to give advisors a simpler, more scalable path to growing their retirement plan business.
JULY Welcomes Chris McCarthy as Director of Strategic Accounts & Channel Development
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.
What You Need to Know About Mandatory Roth Catch-Up
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.
JULY Acquires Employee Incentive Plans, Inc., Expanding National Reach and Deepening Retirement Plan Capabilities
June 17, 2025
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 acquisition of Employee Incentive Plans, Inc. (“EIP”), marking JULY’s seventh successful acquisition in the past two years.
EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist
May 1, 2025
Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities.
JULY Welcomes Bill Riccio as Vice President of National Sales & Promotes Adam Barker to Vice President of TPA Partner Services
JULY Business Services (JULY), a leading national provider of 401(k) plan services for small to mid-sized employers, is strengthening its strategic leadership with the recent appointment of Bill Riccio as Vice President of Sales assuming Adam Barker’s role leading the national sales team, and the promotion of Adam to Vice President of TPA Partner Services.
JULY Acquires Acuff to Expand Its National Presence
JULY is pursuing additional growth opportunities in 2024 and beyond
JULY Welcomes Ginger H. Gibbs as Senior Vice President, Human Resources
JULY Business Services (JULY), a leading national provider of 401(k) plan services to small to mid-sized employers, continues its trajectory of strategic expansion with the recent appointment of Ginger H. Gibbs as the new Senior Vice President of Human Resources.
JULY, EXPAND and Investors Asset Management of Georgia Join Forces to Offer a PEP for Small Businesses and Charter Schools
JULY Business Services (JULY), a leading recordkeeping service provider for 401(k) plans, Expand Financial (EXPAND), a full-service 3(38) investment fiduciary, and Investors Asset Management of Georgia, a reputable investment management firm, are pleased to announce their strategic collaborative Pooled Employer Plan (PEP) 401(k) solution, Launch401k.
July Business Services is First to Earn a CEFEX Certification for Operational Fiduciaries in Pooled Plans
JULY Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge.
JULY Acquires Sunwest Pensions to Expand Its National Presence
JULY fuels growth with its fourth strategic transaction in 2023