Latest JULY Services News & Updates

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JULY Services (JULY)

Personalized retirement plan solutions

julyservices.com

Headquarters: Waco, United States
Founded year: 1994
Company type: Private company
Number of employees: 200–500

Last updated Today

Latest news about JULY Services (JULY)

Company announcements

June 15 JULY

JULY is seeking a Retirement Plan Consultant Junior Associate

The role involves supporting plan administration, compliance testing, and client service. It requires at least one year of retirement industry experience.

June 9 JULY

JULY welcomes Chris Imbrunone to its sales team

Based in Chicago, he will serve as Regional Sales Director for the Heartland region, covering five states.

June 5 JULY

JULY promotes session on qualified plan opportunities

Brian Elliot from Genter Capital Management will discuss integrating wealth management and qualified plan business.

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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