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.
We offer comprehensive plan documents prepared by experienced ERISA consultants. Our capabilities include:
Prototype Plan Documents
Volume Submitter Documents
Summary Plan Descriptions
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
Mutual Fund Companies
July Business Services is a national retirement plan services...