Plan Implementation

Plan Setup Services

July Business Services provides all of the services you need to help efficiently setup your retirement plan or to convert your existing plan from your current provider. Our dedicated setup team guides you every step of the way.

Plan Documents

We offer comprehensive plan documents prepared by experienced ERISA consultants. Our capabilities include:

  • Prototype Plan Documents
  • Volume Submitter Documents
  • Summary Plan Descriptions
  • Loan Policies
  • QDRO Procedure
  • Other Required Forms

Our ERISA consultants understand plan design. Their background and experience will help you avoid costly mistakes.

Plan Setup & Conversion

Our dedicated setup team provides hands-on services to coordinate all aspects of plan setup or conversion. Our services include:

  • Preparing Enrollment Materials
  • Coordinating Enrollment Meetings
  • Preparing Setup Paperwork
  • Contribution Submission Procedures
  • Coordinating Transfer of Assets
  • Preparing Letter to Previous Provider
  • Coordinating Information Needed for Takeover 

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