Teams at July Business Services

Provides client service and retirement-plan administration for owner-only 401(k) plans. Responsibilities include answering sponsor and advisor questions, managing plan tasks and communications, supporting compliance projects, coordinating plan setup and termination activities, processing distributions and amendments, completing required tax returns, documenting client work, and handling inbound and outbound calls.

Build and manage relationships with retirement plan advisors and sponsors across a defined territory. Drive new retirement plan sales, provide retirement plan design expertise, manage the sales pipeline, partner with internal and channel sales teams, and participate in marketing events. The role emphasizes in-person relationship building, territory expansion, client consultations, and travel of approximately 20–30%.

Leads the ERISA department, overseeing retirement plan document production, amendments, notices, audits, QDROs, and EPCRS projects. Serves as the primary technical escalation point for complex ERISA matters, monitors regulatory changes, manages team performance and KPIs, coordinates restatements, and supports client and sales escalations. Maintains project documentation while delivering accurate, timely, and client-focused service.