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Our Services
Whether you are starting a new plan or need to give your current plan a makeover, July has you covered.
PLAN DESIGN
We offer customized plan design services to meet the unique needs of each employer, including traditional and safe harbor 401(k) plans, new comparability plans, and defined benefit plans.
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PLAN SETUP
You receive hands-on setup and conversion services, including plan documents, enrollment and communication materials, and coordination of conversion for existing plans.
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PLAN ADMINISTRATION
With over 25 years of industry experience, our administration services are efficient and accurate and are provided by an experienced, dedicated plan consultant.
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PARTICIPANT SERVICES
Through our strategic partners, we offer comprehensive services to help participants meet their retirement goals. These include enrollment, education, and investment guidance and advice.
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WHAT OUR CLIENTS SAY
"I very much like the fact that you stopped the process to ask these questions. Obviously, you pay attention to the details and think on your feet"
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PLAN TYPES
Learn more about retirement plans.
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