July Business Services
July Business Services is seeking a Retirement Plan Consultant to provide support to internal and external clients on complex retirement plan topics. The role involves quality control and review of small and mid-sized plans, preparation of year-end compliance projects, and serving as a subject matter expert on plan administration issues. This position requires a thorough understanding of retirement plan compliance and daily recordkeeping processes.
Headquarters
Waco, Texas, United States
JULY is a team of 700+ professionals helping participants, employers, and advisors build their futures with expert retirement plan solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for July Business Services.
July Business Services didn’t post a salary, so this is our estimate from similar listings.
34% below the average for this role