What are the opening hours?

Monday 7am - 5:30pm Tuesday 8:15am - 5:15pm Wednesday 7am - 5:30pm Thursday 7am - 5:30pm Friday 7am - 5:30pm

July Business Services

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United States
Waco, TX
July Business Services

Expert retirement plan support for financial advisors & small businesses for 30+ years.

July Business Services is a retirement and payroll services company that partners with financial advisors and employers in designing and implementing successful retirement plan strategies. We bring our independent expert knowledge to all facets of the strategy from customized plan design to implementing and managing successful solutions for our clients.

09/02/2026

For the third year in a row, JULY has been named a NAPA Advisors' Choice Top Recordkeeper.

We are proud to be recognized in both the mid-market and small/micro segments.

Thank you to the advisors and sponsors who trust us with their plans, the participants whom we are honored to serve, and to our team whose hard work has made us who we are today. We're glad to be your partner.

https://hubs.li/Q04wr8mM0

09/01/2026

Your LinkedIn profile is often the first impression a prospect has of you, and most advisors set theirs up once and never revisit it.
Alan Gross, Founder of GSM, a marketing firm built specifically for advisors and the retirement plan industry, is joining us to fix that. He'll cover how to sharpen your profile so it reflects what makes your practice different, how to attract the prospects best suited to your services, and the LinkedIn mistakes advisors make most often.
It's an interactive session rather than a lecture, so bring your questions.
September 10 | 3:00 PM CT | https://hubs.li/Q04vLzRx0

08/31/2026

Some clients need a plan built around the specifics of their business.

That's what JULY's Custom 401(k) is for. Eligibility, contributions, distributions, and loan provisions all get configured to fit the company. New Comparability profit sharing lets an employer direct contributions toward owners and key employees, and the plan pairs with a Cash Balance Plan when an owner wants to save more.

When JULY serves as the 3(16) Administrative Fiduciary, the plan's administrative work sits with us. Amendments and restatements are included, which means the plan can change as the business does.

See the details: https://hubs.li/Q04vB5bR0

08/27/2026

Retirement benefits are one of the top things employees weigh when comparing job offers, right alongside health insurance.
Launch401k, JULY's Pooled Employer Plan, gives small business owners a way to offer a competitive plan without building one from scratch. Pooling with other employers means better buying power on fees and a plan design that's already proven to work.
For advisors, it's a straightforward way to help clients compete for talent while keeping the plan simple to explain and easy to maintain as the business grows.
Learn more: https://hubs.ly/Q04tTS590

08/25/2026

JULY is hiring an HR Operations Analyst to own payroll, HR, and HRIS operations for our 240+ person team.
This role starts with payroll processing and audit, then grows into HRIS ownership, benefits and leave administration, and process optimization on our Paycom platform.
We're looking for someone with 2+ years of U.S. payroll and HRIS experience, strong Excel skills, and a self-starter mindset who can work independently across time zones.
Apply here: https://hubs.li/Q04tTBmS0

08/24/2026

This week: our exciting webinar with Capital Group. Ryan Tiernan joins JULY to walk through how advisors can map a plan sponsor's full benefits network and grow their impact beyond the retirement plan. Tune in this Wednesday, August 26 at 3:00 PM CT to learn more.
https://hubs.ly/Q04tTJJm0

08/20/2026

Getting employees to save more for retirement doesn't have to rely on them taking action.
Auto enrollment gets employees into the plan by default, and auto increase raises their contribution rate automatically over time. Together, they take the guesswork out of saving and help participants build stronger balances without extra effort.
For plan sponsors, these features are simple to set up and make a real difference in participation and savings rates.
Watch how it works: https://hubs.li/Q04stZ-L0

08/18/2026

Retirement plans are just one piece of a much bigger benefits picture now, spanning health and welfare, workplace wealth, and risk management.
Join Ryan Tiernan, Workplace Strategic Growth at Capital Group, for a session on mapping that full benefits network. He'll walk through a practical framework, Define, Design, Distribute, for uncovering unmet needs and working alongside a plan sponsor's other providers.
This is especially useful for advisors looking to deepen existing relationships and open the door to new ones. Moderated by Nadia Jordt, Director of Internal Sales at JULY.
August 26 | 3:00 PM CT | https://hubs.ly/Q04tqRfQ0

08/17/2026

Small business owners often want to offer a 401(k) without taking on the administrative burden and fiduciary liability that comes with it.
JULY's Launch401k, a Pooled Employer Plan, lets unrelated small businesses join one plan, transferring much of the fiduciary responsibility and reducing the day-to-day administrative load.
For advisors, it's an easier way to bring competitive plans to growing companies without adding to your own workload.
Learn more: https://hubs.li/Q04rVv4B0

08/13/2026

JULY is growing, and we're hiring across several teams.
Open roles include Installation Manager, ERISA Team Leader, Actuarial Services Consultant, Retirement Plan Consultant, Client Service Manager, Participant Service Manager, and SoloK Associate.
If you or someone in your network has retirement plan experience and wants to work with a team focused on service and expertise, take a look.
See all open roles: https://hubs.li/Q04stT010

Address

400 Austin Avenue
Waco, TX
76701

Opening Hours

Monday	7am - 5:30pm
Tuesday	8:15am - 5:15pm
Wednesday	7am - 5:30pm
Thursday	7am - 5:30pm
Friday	7am - 5:30pm

Website

http://www.julyservices.com/

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