Introduction
July Business Services
www.julyservices.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #60 | $1,659 | |||
401(k) | $1,503 | |||
403(b) | $113 | |||
457 | $9 | |||
NQDC | $3 | |||
All Other | $31 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #59 | 30,949 | |||
<$10MM | 26,392 | |||
$10MM – $50MM | 3,674 | |||
>$50MM – $200MM | 883 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | No Taft-Hartley; 403(b) only if all asset are on same platform |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | Yes - via third party |
Participant Services | |
---|---|
Call center hours | Weekdays: 9:15 a.m. - 6:15 p.m. ET |
Online chat support | Yes |
Mobile app | Yes |
Managed account options | Stadion |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Relius |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |