July Business Services

July Business Services (JULY) provides retirement-plan administration and recordkeeping solutions for employers, financial advisors, and plan participants. Its offerings include 401(k), cash-balance, pooled employer, multiple-employer, solo 401(k), and defined-benefit plans, supported by ERISA expertise and technology. The company focuses on helping small and midsize businesses and their advisors create stronger retirement outcomes through high-touch service and operational support across the United States.