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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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Services for
Financial Providers
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July has over ten years of experience in partnering with financial institutions, offering industry leading retirement services to their clients and sales associates. Our capabilities include:
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Plan Administration Outsourcing
July has extensive experience providing retirement plan administration services to clients using in-house retirement products of financial intermediaries. Our experience includes complete administration outsourcing for national retirement plan providers, including conversions of large numbers of existing client relationships. |
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Plan Design Services
We offer specialized plan design services for financial institutions wishing to expand the capabilities of their existing retirement plan products. We offer design services for all types of qualified plans, including traditional and safe harbor 401(k), new comparability, age weighted, and defined benefit. |
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Daily Valuation Recordkeeping
We also provide complete daily valuation recordkeeping services with access to thousands of mutual funds and other investments. With these services we can provide total retirement outsourcing, complete with your financial institution's brand, or co-brand with July. Our recordkeeping services utilize a straight-thru processing system to automate and streamline the trading and recordkeeping processes.
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ERISA Consulting Services
We offer comprehensive ERISA consulting services from experienced professionals. We can provide complete plan document outsourcing, plan correction submissions and reviews, QDRO reviews, and general ERISA research and consulting.
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