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July Business Services

Email address and contacts

Quick try with Todd Lacey from julyservices.com

July Business Services company description

JULY is a leading national retirement plan company supporting thousands of employers and their employees with hi-touch, tech-enabled retirement plan services. From 401k’s to MEPs, PEPs, Cash Balance and Defined Benefit plans, we have served as plan experts to advisory firms, TPAs, and employers for over 25 years. Over the last decade, JULY’s software development and technology solutions teams have worked to reimagine the client experience by streamlining, automating, and simplifying all facets of starting and running a retirement plan. Talk to us about how we can help you deliver more to your clients.

Key Employees

  • Todd Lacey
    Board Member
  • Thomas Meyer
    Client Services Manager
  • Joseph Hadaway
    Client Services Manager

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4.8 from 1100+ reviews. 100,000+ happy users

New team members of July Business Services

Julie Fritz
Installation Coordinator
Pam Pryor
HR Director
Jessica Maxwell
Senior Director, Client Services
Michelle LeCates
Vice President, Marketing & Institutional Relationships
Diana M. Perri
Regional Sales Consultant - Southwest
Jennifer McConnell
Regional Sales Associate - Southeast
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