Plan Administration

With the JULY Retirement Platform, we allow you to choose to have Plan Administration Services bundled through JULY or use the outside services of a local Third Party Administrator. 

Bundled Third Party Administration

With our Bundled Third Party Administration Services, you have one point of contact for all plan services, including plan setup, recordkeeping, and plan administration services.  Your JULY Client Relationship Manager is supported by our team of in-house plan administration experts who will perform the following functions:

  • Plan Document Maintenance
  • Compliance Testing
  • Contribution Calculations
  • Tax Compliance
  • Distribution and Loan Processing

Unbundled Services with Local TPA

Working with our outside network of Third Party Administrators allows you to get the same great features as our bundled services, but you also get the benefits of working with a local firm.  This makes it easier to have face-to-face meetings and to get support from local experts.

 



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