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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.
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CONTACT US
ANYTIME
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Sales
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To speak to the sales and new business department, please contact us.
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If you are a Participant, Plan Sponsor, or Financial Consultant and would like
to speak to a Client Service Specialist, please call or email us. Specialists
are available Monday - Friday from 8:15am - 5:15pm CST.
| Client Service
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888.333.JULY
Option 1 - Plan Participants
Option 2 - SOLO Plan or
Owner Only Plan
Option 3 - Plan Sponsors
Option 4 - Financial Consultant
Option 5 - All Other Inquiries
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| Email |
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serviceteam@julyservices.com
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PLEASE NOTE: For security reasons, July Business Services clients should not
include account numbers, account user names, passwords, or social security
numbers in e-mail correspondence.
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QUICK CONTACTS
| toll free
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888.333.JULY
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| fax
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254.296.4020
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| waco
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254.296.4015
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| austin
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512.370.4015
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| chicago |
312.715.2040 |
| dallas
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972.361.8377
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| houston
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713.725.7304
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HEADQUARTERS
July Business Services
P.O. Box 2208
Waco, Texas 76703
400 Austin Avenue, Suite 1200
Waco, Texas 76701
888.333.JULY
254.296.4015
254-296.4020 fax
AUSTIN/SAN
ANTONIO
100 Congress Avenue, Suite 2000
Austin, Texas 78701
888.370.4015
512.370.4015
CHICAGO
30 South Wacker Drive, 22nd Floor
Chicago, Illinois 60606
888.390.4015
312.715.2040
DALLAS
15950 N.Dallas Parkway, Suite 400
Dallas, Texas 75248
877.361.8377
972.361.8377
HOUSTON
12 Greenway Plaza, Suite 1100
Houston, Texas 77046
888.425.4989
713.425.4989
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