July Business Services

We are JULY Business Services, a national provider of retirement plan solutions dedicated to a singular, powerful mission: building retirement security. Since our founding in 1994, we've been committed to making workplace retirement plans accessible and manageable for the millions of small to mid-sized businesses across the country. We believe that a secure retirement should be within everyone's reach, and we partner closely with financial advisors to make that a reality. Our approach combines a high-touch, personalized service model with innovative, proprietary technology. This allows us to streamline, automate, and simplify every aspect of setting up and operating a retirement plan, from 401(k)s to cash balance and defined benefit plans. We take the complexity out of plan administration and recordkeeping, so employers and their advisors can focus on what truly matters: helping employees build a strong foundation for their future.

Our comprehensive suite of services extends beyond core plan administration to include expert white-label and back-office support, payroll integration, and actuarial services. We understand that the retirement landscape is constantly evolving, and we pride ourselves on our expertise and our ability to guide our partners and clients through legislative changes and industry trends. Our team of dedicated professionals, located in our Waco, Texas headquarters and across the nation, shares a common goal of helping Americans achieve their retirement dreams. This shared purpose fuels our culture of innovation and care. Through strategic growth and a relentless focus on service, we now support over 8,500 clients and 215,000 plan participants, with more than $12 billion in plan assets. We're not just a service provider; we are a dedicated partner, invested in the success of every plan and every participant we serve.