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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
Our sales and service team are standing by to serve you. Contact us anytime between the hours of 8:15 A.M. and 5:15 P.M., Central Time.
Note: For Security Reasons, clients should not include account numbers, account user names, passwords, or social security numbers in email correspondence.
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| Corporate Contact |
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Phone & Fax
(888) 333-5859 toll free
(254) 296-4015 local
(254) 296-4020 fax
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Physical Address
400 Austin Avenue, Suite 1200
Waco, Texas 76701
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Mailing Address
P.O. Box 2208
Waco, Texas 76703
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| Sales Contact |
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Sales Territory Map
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Internal Sales
(888) 333-5859, x 418
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Austin / San Antonio
100 Congress Avenue, Suite 2000
Austin, Texas 78701
(888) 370-4015 toll free
(512) 370-4015 local
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Chicago
30 South Wacker Drive, 22nd Floor
Chicago, Illinois 60606
(888) 390-4015 toll free
(312) 715-2040 local
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Dallas
15950 N. Dallas Parkway, Suite 400
Dallas, Texas 75248
(877) 361-8377 toll free
(972) 361-8377 local
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St. Cloud / Minneapolis
940 Industrial Drive South, Suite 111
Sauk Rapids, Minnesota 56379
(800) 682-3826 toll free
(320) 251-0034 local
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