Investment Professionals

Why JULY
Services for Advisors
July Business Services is an industry leader who delivers creative, unbiased, and technically accurate retirement services... Learn more
Dedicated Technical Support
Each of your clients receive a dedicated Client Service Manager (CSM) to provide day-to-day technical support.  Our CSMs... Learn more

National Field Support

The role of JULY’s sales team is to serve advisors.  Our experienced Sales Consultants assist advisors as a retirement plan expert and can help advisors win business through:JULY Sales Map

  • Generating Leads
  • Creating Proposals
  • Evaluating Vendors
  • Attending Client Meetings
  • Preparing Plan Design Illustrations
  • Benchmarking Fees and Features

See our national sales map for information on the JULY regional consultant who supports investment professionals in your area.

Standing alongside our sales team is a deep and strong group of professionals all of whom are focused on serving client and advisors.    We believe strongly in the professional development of our people and encourage them to pursue industry learning that supports their talent and aspirations. Our staff has earned a number of designations that signify their commitment to excellence.

  • Qualified 401(k) Plan Administrator (QKA)
  • Qualified Pension Administrator (QPA)
  • Accredited Investment Fiduciary (AIF)
  • Chartered Life Underwriter (CLU)
  • Qualified Plan Financial Consultant (QPFC)
  • Certified Personnel Consultant (CPC)
  • Chartered Financial Consultant (ChFC)
  • Certified Employee Benefits Specialist (CEBS)
  • Group Benefits Associate (GBA)
  • Enrolled Retirement Plan Agents (ERPA)
  • Certified Retirement Services Professional (CRSP)
  • Certified Public Accountant (CPA)
  • Fellow, Life Management Institute (FLMI)
News View all

Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

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