Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

401(k) Plan Analyst

Evergreen Retirement Plan Consulting, LLC

Evergreen Retirement Plan Consulting, LLC logo

Compliance Analyst - Defined Contribution Plans

M2B Retirement Consulting LLC
(Remote / PA)

M2B Retirement Consulting LLC logo

Project Coordinator/New Business Implementation Team

The Retirement Plan Company (TRPC)/an ABG firm

The Retirement Plan Company (TRPC)/an ABG firm logo

DB/DC Administrator

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Internal Accounting Specialist

July Business Services

July Business Services logo

Inquisitive DC Account Manager

Nova 401(k) Associates
(Remote / Houston TX / Scottsdale AZ)

Nova 401(k) Associates logo

Enrolled Actuary - Pensions

Robin S. Weingast & Associates
(Remote / Garden City NY / CT / NJ)

Robin S. Weingast & Associates logo

Retirement Plan Administrator

Retirement Solutions Specialists, LLC
(Remote / Jacksonville FL)

Retirement Solutions Specialists, LLC logo

Retirement Plan Administrator

Hessel & Associates, LLC
(Remote / IL)

Hessel & Associates, LLC logo

Fund Reconciliation and Reorg Analyst

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Assistant Director of Pension Administration

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Director- Employee Health Plan

Indiana University Health
(Indianapolis IN)

Indiana University Health logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Rancho Cordova CA / Corona CA)

Nicholas Pension Consultants logo

Head of Sales-Retirement Plans

The Standard
(Remote / Portland OR)

The Standard logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

401(k) Recordkeeping Manager

July Business Services

in Remote / Woodway TX

Logo for July Business Services

Job Description
As a 401(k) Recordkeeping Manager at JULY you will enjoy the unique challenge of putting your 401(k) recordkeeping background to work alongside a team of other retirement plan professionals to support the daily recordkeeping needs of an assigned group of retirement plan clients and their investment advisors.  In this role you will report to the Senior Director of Recordkeeping Services and play a key role in managing the recordkeeping operations for JULY.  

About JULY

July Business Services is a growing, innovative retirement plan services firm headquartered in Waco, Texas.  In addition to our home office location, we support a thriving virtual workforce with a strong company culture where employees can grow and develop their professional talents.  JULY provides high quality retirement plan services to over 5,000 small and mid-sized employers, representing more than 120,000 plan participants.  We offer competitive salaries and benefits and a family-friendly culture. 

Job Duties

  • Serve as the primary recordkeeping contact for a block of retirement plans.
  • Utilize recordkeeping experience to resolve trading, transaction, and plan website issues assigned from the Client Service Managers.
  • Build relationships with clients and advisors to ensure client satisfaction and retention.
  • Support and supervise one or more recordkeeping team members.
  • Understand and be able to communicate key recordkeeping functions.
  • Document projects and responses within JULYs CRM software tool.
  • Provide guidance and support for one or more recordkeeping team members.
  • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes.

Skills / Experience / Credentials

  • 5 or more years of 401(k) recordkeeping experience with in-depth knowledge of recordkeeping transactions, trading, reconciliation, and plan technology and websites.
  • Experience with FIS Relius recordkeeping system preferred.
  • Experience in retirement plan administration a plus.
  • Bachelor’s Degree Preferred.
  • Certifications through ASPPA, including QKA or equivalent or willingness to work towards credentials.


  • 401(k) Plan with fully vested 5% employer match.
  • Company pays 100% of employee health insurance.
  • Three weeks of Paid Time Off.


How to Apply

Email your resume to or you may fax your resume to (214) 594-6986, Attn: Human Resources.

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2022, Inc.