July Business Services Overview

July Business Services (JULY) is a national retirement plan services provider headquartered in Waco, Texas. JULY offers a modern suite of retirement plan solutions aimed at putting workplace plans within the reach of millions of small businesses. JULY’s proprietary technology solutions streamline, automate, and simplify all facets of retirement plan setup and operation while its high-touch service model elevates the experience of employers, their employees, and their financial advisors. Today, JULY serves more than 7,500 401(k), cash balance, defined benefit, and other retirement plans across the country and provides expert white label and back-office support for other organizations.