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July Business Services
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July Business Services provides retirement plan services with integrated cafeteria plans and payroll to clients nationwide.
Address215 Mary Ave Waco, TX 76701-2233
Phone(254) 296-4015
Websitewww.julyservices.com
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.
Daily RK Website

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.

The plan resource center provides helpful access to important information including plan limits, plan features, terminology, and tips to avoid mistakes.

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.

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.

IRS Announces 2011 Plan Limits
October 28, 2010. The IRS announced that retirement plan limits for 2011 will remain virtually unchanged from 2010.
Click to Read More

July provides custom plan design to meet your goals. Click below to let us design a plan for you.

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