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JULY Earns Recognition from PLANSPONSOR   


The results of PLANSPONSOR’s 2017 Defined Benefit Administration Survey are out, and we are pleased to share that JULY has been ranked among the nation’s top providers of Cash Balance Plans and Defined Benefit Plans.

JULY was ranked 5th in two categories:

  • Total Number of Cash Balance Plans and
  • Number of Defined Benefit Plans sold in 2016.

To review the complete results of the survey, please click here.

Cash Balance plans have been a core part of JULY’s services for the past ten plus years. These plans are great solutions for small and closely-held businesses where owners seek to accelerate retirement savings and tax deductions, and they support our vision of being an innovator of services for small business retirement plans.

For more details on how we support Cash Balance Plans click to visit our cash balance website.