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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.
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
Because we partner with the top retirement plan providers, mutual fund companies, and other business critical vendors, you have the flexibility to choose the best investments and products for your clients.
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
You and your clients receive hands-on services including plan design, plan setup and conversions, ongoing plan administration, and comprehensive participant services.
PLAN TYPES
Learn more about retirement plans.
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