Latest JULY Services News & Updates

See the latest news and media coverage for JULY. We track all announcements, press releases, and industry mentions in real time, all in one place.

JULY Services (JULY)

Retirement plan administration provider

julyservices.com

Headquarters: Waco, United States
Founded year: 1994
Company type: Private company
Number of employees: 200–500
Industry: Investment Management & Fund Operators

Last updated Today

Latest news about JULY Services (JULY)

In short: JULY expanded its leadership team, launched the Launch401k pooled employer plan, and introduced a new financial wellness curriculum.

Company announcements

August 26 JULY

JULY hires a payroll specialist for ongoing client support

The role manages live payroll cycles, coordinates onboarding, delivers system training, and guides clients toward self-service automation.

August 10 JULY

JULY highlights retirement spending hesitation study

Allianz Life's 2026 study finds 71% of workers and nearly 4 in 10 retirees are reluctant to spend savings, emphasizing the need for ongoing financial guidance.

June 29 JULY

JULY expands its senior leadership team with two appointments

Blake Willis promoted to President of Retirement Services and Josh Bulgin appointed Chief Commercial Officer, focusing on operational evolution and scalability.

12 December 2023 JULY

JULY discusses SECURE 2.0 changes for retirement plans

The post covers long-term part-time employee eligibility, family attribution rules, and the EPCRS correction system for plan sponsors.

Media coverage

14 January 2015 Social(k)

Simplifying 401(k) Management with July Services - Social(k)

Details or apply at socialhsa.net ... July Services located in Waco TX is a firm specializing in the administration and recordkeeping of defined contribution plans...

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