The JULY Platform
Your account representative provides complete compliance testing services to ensure the integrity of your plan. Our testing services include:
- Top Heavy Testing
- ADP & ACP Testing
- Minimum Coverage Testing
- General Nondiscrimination Testing
Our consultants deliver signature-ready tax returns to fulfill all plan-related tax filing requirements. Our services include the following:
- Form 5500
- Form 1099-R & Form 945
- Form 5330 (when needed)
- Form 5310 (for plan termination)
Mutual Fund Companies
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