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

Sector Experience

JULY has demonstrated expertise across a wide array of industries and client groups.  You can benefit from our many years of experience serving customers in industries including:

  • Medical Clinics / Physician Groups
  • Dentists
  • Hospitals
  • Other Healthcare Organizations
  • Certified Public Accounting Firms
  • Engineering Firms
  • Architects
  • Manufacturing
  • High Tech
  • Film and Media Organizations
  • Auto Dealers
  • and Many Others
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Managing Your Plan to Minimize Top-Heavy Issues
January 10, 2017

Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.

[+] Learn more


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