JULY BUSINESS SERVICES will never underestimate the value of each one of your clients. JULY is committed to maximizing the value your client receives from the July Daily Recordkeeping System. As the plan advisor, we further commit to you to provide the tools you need to retain this client for years to come. This website provides instant, secure access to the information that you need to stay informed about your client’s retirement account anytime from anywhere you use the internet.
Stay informed with real-time information about each one of your client's retirement accounts…
Lists and contact information of all the plans you advise through the July Daily Recordkeeping System.
Summary reports of plan allocation, asset values, performance – important to prepare for advisory meetings with the plan sponsor
Digital access to plan documents
Summary reports of asset allocation for each participant – helpful for you the advisor when questions are asked by the participants about their investments
July will push key information so that you can proactively advise participants and bring real value to the sponsor…
Automatic email notification of
New online enrollments
Investment re-allocations
Eligibility status changes
   
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support questions?  serviceteam@julyservices.com  877.333.5859
Financial Calculators
Click above to access our financial calculators in order to help with your retirement planning.
July Business Services
To learn more about July Business Services, please click on the July logo below.