July Business Services
About
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.
US
400 Austin Avenue, Waco, Texas
76701
Privately Held
215
Financial Services
401k Plan Administration; 401k Recordkeeping; Payroll Services; ERISA Consulting; Cash Balance ; Pooled Employer Plans; SOLO 401k
Top Decision Makers · 2
Chief Technology Officer
John Steinmeyer
United States
******@***.com
Phone
(**) *** ****
Chief Operating Officer
Blake Willis
United States
******@***.com
Phone
(**) *** ****
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