Company intelligence
July Business Services
Helping advisors and employers run better retirement plans with less complexity.
Financial Services
Waco, US
218 employees
Founded 1994
2 public signals
About July Business Services
For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures. From 401(k)s and Cash Balance plans to MEPs, PEPs, and Defined Benefit plans, we combine deep ERISA expertise with modern technology to make running a retirement plan simpler, smarter, and more effective. Whether you're a financial advisor looking for a reliable partner or an employer ready to launch a plan, we're here to help you deliver more.
Verified activity
Signals from July Business Services
2 published signals
Presence & Recognition
July Business Services has been named a NAPA Advisors' Choice Top Recordkeeper for the third year in a row in both the mid-market and small/micro segments.
Reported by July Business Services
Products & Services
July Business Services offers the Custom 401(k) plan, which includes eligibility, contributions, distributions, loan provisions, and profit sharing.
Reported by July Business Services