Investment Professionals

Why JULY
Troubled Plan Consulting
As retirement plan rules have become more and more complex and regulatory scrutiny has increased, it has become common for... Learn more
Plan Implementation Support
Your JULY team provides all of the services you need to help efficiently setup your client's retirement plan or convert an... 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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Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

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