Integrated Offering

JULY offers all of the services needed to setup and operate your plan.  In addition, we can provide integrated payroll services to further simplify your retirement plan processes, improve accuracy, and reduce your workload.

Comprehensive Retirement Plan Services

Our integrated retirement plan services are comprehensive and include the following:

  • Hands-On Setup and Conversion Services
  • Pro-active Support for Ongoing Operation
  • A Feature-Rich Retirement Platform
  • Bundled Plan Administration Services
  • Consulting Services for More Complex Needs

Integrated Payroll Services

The JULY team can also provide you with payroll services that are integrated with your retirement plan to simplify processing, improve accuracy, and increase processing speed.  The list below shows some of the features and benefits of our integrated payroll solution:

  • Full-Featured, Web-Based Payroll Service
  • Comprehensive Payroll Tax Service
  • Integrated Loan Processing
  • Integrated Year-End Census Files
  • Integrated Contribution File Processing

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