JULY delivers what employers need to get the most from their retirement plans. We provide custom plan design, complete setup and conversion, and hands-on services for plan operation and administration. We partner with financial advisors and employers to provide retirement plan recordkeeping and administration and offer integrated payroll services. Whether you are starting a new plan or need to give your current plan a makeover, we can design the perfect plan for you.
JULY derives its strength from its decades of hands-on experience and from our customer-first approach to helping clients meets their goals. Since 1994 we've built long-lasting business relationships through our core beliefs: a servant's heart, uncompromising excellence, and a collaborative spirit.