We pledge to make your retirement plan easy to access, understand and change for both you and your employees. This website provides instant, secure access to the information describing your company's retirement plan from anywhere you use the internet. Sponsors (the company offering the 401k Plan) and their employees benefit in so many ways from a well-run plan - July Business Services is committed to maximizing those benefits.
July Business Services –
What we do for your 401k Plan…
Flexible Plan Design. Design, publish and update the controlling plan document per the strategies that you and your plan's Investment Advisor built specifically to maximize your company's needs.
Anytime, Online Access. The website links you or your participants to all the details about your 401k plan. July manages every aspect of this service from the IT infrastructure to submitting the daily trades executed through the site.
Stay informed about your 401k plan. Comprehensive, online reporting and trading for each of your participants and for the plan as a whole.
Keep your plan in compliance. Comprehensive reporting and compliance testing so that offering the 401k is simple and easy
Reduce your fiduciary liability. Providing educational resources helps reduce an employer’s liability against possible investment-related lawsuits.
Satisfy financial investment education requirements. ERISA 404c requires that employers educate or provide access to educational tools about investing for their employees. July provides content and resources to meet this requirement.
   
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support questions?  serviceteam@julyservices.com  877.333.5859
Financial Calculators
Click above to access our financial calculators in order to help with your retirement planning.
July Business Services
To learn more about July Business Services, please click on the July logo below.