 |
 |
 |
 |
|
Search
|
DAILY RECORDKEEPING
July offers a fully integrated Daily Recordkeeping trading platform with customized tools for participants, plan sponsors, and investment advisors. For more information and to demo our website, visit the Daily RK Website.
PAYROLL SERVICES
July offers complete payroll outsourcing, including direct deposit, complete tax management services, and full integration with your retirement plan. A single provider for retirement and payroll services reduces your work load and increases satisfaction.
FRINGE BENEFIT SERVICES
July has been a leader in the design, implementation and administration of a wide range of flexible benefit programs.
RESOURCE CENTER
The plan resource center provides helpful access to important
information including plan limits, plan features, terminology, and tips to avoid mistakes.
|
|
Services for Advisors
|
July is an industry leader in delivering creative, unbiased, and technically accurate retirement services to financial consultants, registered investment advisors, bank trust departments, and other financial intermediaries.
Whether you are a new advisor seeking to learn the business or a seasoned
veteran, July has the experience, systems,
and partners to help set you apart from the crowd. |
| Why
Choose July as Your Partner?
|
Experienced Team
Our management
team brings you over 40 combined years of industry experience, and our employees include experienced consultants with certifications from leading industry organizations. We currently serve more than 1300 retirement plans in 48 states.
|
|
Unbiased Investments and Products
|
Creative Plan Design
You and your clients receive custom-tailored plan design, including traditional and safe harbor 401(k), new comparability, defined benefit, and other plan designs.
|
| Hands-On Support
|
|
|
 |
|
PLAN TYPES
Learn more about retirement plans.
|
|
|
|
|