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Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

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Talent Base

JULY is an organization of many dozens of professionals working to produce great outcomes for our clients and their employees. From consulting on retirement and payroll options to the ongoing service we provide every day, we put our knowledge and best effort to work for you.

We believe strongly in the professional development of our people and encourage them to pursue industry learning that supports their talent and aspirations. Our staff has earned a number of designations that signify their commitment to excellence.

  • Qualified 401(k) Plan Administrator (QKA)
  • Qualified Pension Administrator (QPA)
  • Accredited Investment Fiduciary (AIF)
  • Chartered Life Underwriter (CLU)
  • Qualified Plan Financial Consultant (QPFC)
  • Certified Personnel Consultant (CPC)
  • Chartered Financial Consultant (ChFC)
  • Certified Employee Benefits Specialist (CEBS)
  • Group Benefits Associate (GBA)
  • Enrolled Retirement Plan Agents (ERPA)
  • Certified Retirement Services Professional (CRSP)
  • Certified Public Accountant (CPA)
  • Fellow, Life Management Institute (FLMI)

Employees / Participants
We can help your employees understand how to develop a plan to reach their retirement goals.
We can help you start a new retirement plan or update your current plan to the latest options.
Investment Advisors
JULY delivers creative and unbiased retirement services to consultants and advisors.
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