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We can help your employees understand how to develop a plan to reach their retirement goals.

We can help you start a new retirement plan or update your current plan to the latest options.

JULY delivers creative and unbiased retirement services to consultants and advisors.

We partner with TPAs to help them build their business and provide quality support to their clients.

July Business Services is a retirement plan and payroll services company that partners with financial advisors and employers to design and implement successful retirement plan strategies. We bring our independent expert knowledge to all facets of the strategy from customized plan design to implementing and managing successful solutions for our clients.

Our more than 3,300 clients range from small closely held businesses to dynamic globally focused corporations. Our clients stay with us because they have experienced efficient, friendly service and a depth of knowledge that comes from years of expert service to the industry. We invite you to learn more.

We strive to adhere to the industry's best practices. Because of this focus, we demonstrate our commitment to excellence through our CEFEX and other Certifications.



ACIPA SPP Rating ASPPA Recordkeeping

What Clients are Saying

"We use July Business Services for our 401(k) and these people will blow you away as far as customer service!! They're absolutely the BEST!!!!!!!!!! I wouldn't do business anywhere else."

"For almost 20 years, July has successfully kept our plan current, strategically designed to meet our specific needs, and comprehensible for plan participants and trustees alike."

Retirement Plan Types

strategic partners

Investment Managers


Investment Fiduciaries

Copyright: © 2011, July Business Services