MUTUAL FUND FAMILIES
Our mutual fund partners allow us to make available diversified portfolios for your participants. Through these partnerships, July provides comprehensive plan administration and daily valuation recordkeeping, and our mutual fund partners provide high quality mutual fund investment choices.
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RECORDKEEPERS
Our recordkeeping partners provide retirement plan platforms with multi-fund family investments, on-line participant access, comprehensive fiduciary services, investment advice, and many other important plan features. Through these partnerships, July provides complete administration and compliance testing.
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