With the JULY Retirement Platform, you get to choose between the delivery of Plan Administration services by JULY (bundled) or via the services of a Third Party Administrator local to you (unbundled).
Bundled Third Party Administration
With our Bundled Third Party Administration Services, Your JULY Client Relationship Manager (CRM) is your single point of contact for all plan services including plan setup, recordkeeping, and plan administration services. Your JULY CRM is supported by our team of in-house plan administration experts who perform:
- Plan Document Maintenance
- Compliance Testing
- Contribution Calculations
- Tax Compliance
- Distribution and Loan Processing
Unbundled Third Party Administration
If you desire more local support, consider working with our outside network of Third Party Administrators. This option provides access to the same plan administration services as our bundled services delivered by firm local to you.