July is a professional services firm committed to delivering focused retirement plan and other administrative services to business clients. We work closely with employers and financial partners to build customized services to meet their unique goals. Our consultants provide hands-on solutions for plan implementation and ongoing plan operation. We have many years of industry experience with clients ranging from small, closely-held businesses to large corporations competing in the global economy.

 

Message from Our CEO	History of July
Co-Founder & CEO Jim Hudson discusses the July service and business philosophy and our unique approach to meeting client needs and expectations.   read more	July is a privately-owned and operated retirement plan services firm that has experienced steady growth since it's inception in 1994.    read more

July's executive leadership team has a combined 45 years of industry experience and consists of the firm's original founders. Find out more about July's leadership team.

We offer comprehensive retirement plan services for plan setup and operation, and we make available flexible investment options for portfolio diversification.

Our strategic alliances compliment and add value to our services. Alliances include mutual fund companies, insurance companies, and other financial services firms.