by Natalie Harris | Apr 22, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual for Participant Service Associate. In this role, you will assist retirement plan account holders with questions about their retirement plan via phone call, email, and chat. This position is a...
by Natalie Harris | Mar 31, 2025 | Careers
Apply Job Description July Business Services (JULY) offers a unique opportunity to enhance client relationships and payroll processing for an external book of business while also performing internal payroll for the JULY team. Initially, time will be largely spent...
by Natalie Harris | Mar 27, 2025 | Advisor Webinars, Advisors
March 27, 2025 Learn how to best position and sell cash balance plans to plan sponsors Watch the Webinar Explore More...
by Natalie Harris | Mar 11, 2025 | Advisor Articles, Advisors
March 11, 2025 | By Theresa Conti, Industry Consultant As a financial advisor, whether you specialize in qualified retirement plans or are looking to incorporate them into your business, finding new clients can sometimes be challenging. The retirement plan marketplace...
by Natalie Harris | Mar 10, 2025 | Employer Articles, Employers
March 10, 2025 | By Theresa Conti, Industry Consultant As a plan sponsor, you have a critical responsibility to educate your employees about their retirement plan. While some communications are legally required, others simply support your employees in making informed...
