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DAILY RECORDKEEPING
July offers a fully integrated Daily Recordkeeping trading platform with customized tools for participants, plan sponsors, and investment advisors. For more information and to demo our website, visit the Daily RK Website.
PAYROLL SERVICES
July offers complete payroll outsourcing, including direct deposit, complete tax management services, and full integration with your retirement plan. A single provider for retirement and payroll services reduces your work load and increases satisfaction.
FRINGE BENEFIT SERVICES
July has been a leader in the design, implementation and administration of a wide range of flexible benefit programs.
RESOURCE CENTER
The plan resource center provides helpful access to important
information including plan limits, plan features, terminology, and tips to avoid mistakes.
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ABOUT
OUR
COMPANY
July Business Services partners with financial advisors and employers to
provide retirement plan recordkeeping and administration with integrated
cafeteria plans and payroll. Founded in 1994, July delivers exceptional service
with uncompromising accuracy to approximately 3,000 clients in all 50 states.
From small, closely-held businesses to large corporations, our clients
represent different economic sectors, including manufacturing, service,
technology, retail, medical and others. This diverse client base has allowed us
to develop services that are focused on our clients' objectives and to be
responsive to their needs.
Comprehensive
Services
July provides what employers need
to maximize the value of their benefit plans. Our services include customized
plan design, complete setup and conversion services, and hands-on services for
plan operation and administration.
Commitment
to Quality
In today's business climate
employers need business partners they can count on to get the job done right.
At July, we are committed to serving clients with integrity, loyalty, and
quality.
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EFAST2:Form 5500
Electronic Filing
Click below to read how it will affect you.
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