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Welcome Employers

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.

Plan Administration
Our team will work with you to build a retirement plan to meet your goals, make implementation fast and easy, and provide the ongoing services needed to maintain the plan. Learn more
Recordkeeping Solutions
We offer you choice in selecting a retirement plan platform. You can choose from a number of top outside platforms or take advantage of JULY’s in-house open platform. Learn more
Integrated Payroll Service
Let JULY’s team of payroll professionals simplify the process of completing your company's payroll. At the same time, our integrated payroll solution will improve speed and accuracy of retirement processing. Learn more

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