July Business Services, commonly known as JULY, is a third-party administrator (TPA) and recordkeeper specializing in retirement plan solutions. The company partners with financial advisors to offer customized 401(k) and other retirement plans tailored to the needs of small and medium-sized employers. Their services include plan design, administration, compliance, and participant support, aiming to make retirement plans accessible and manageable for businesses. In 2022, July Business Services became part of U.S. Retirement & Benefits Partners (USRBP) to expand its national reach and service capabilities.

Founded in

United States