Recordkeepers
NAPAFIRMPARTNERS
Waco, TX • julyservices.com
Radnor, PA • LincolnFinancial.com
July Business Services
Lincoln Financial Group
Key Contact(s)
Key Contact(s)
Brian Smith 614.306.9192 • brian.smith@julyservices.com Blake Willis 254.296.4015 • bwillis@julyservices.com Michelle LeCates 254.730.7382 • mlecates@julyservices.com
Firm Profile July Business Services (JULY) is a technology-focused retirement plan services company that partners with financial advisors and third party administrators (TPAs) nationwide to design and implement successful retirement plan strategies for their clients. JULY offers multi-faceted support to advisors and supports a variety of retirement plan types on our open architecture platform including 401(k), Pooled Employer Plans, Profit Sharing, 403(b), Cash Balance, & Solo(k).
Primary Market(s) Served
Aaron Moore 484.583.2378 • Aaron.Moore@lfg.com Joe Mrozek 484.484.8032 • Joseph.Mrozek@lfg.com
Firm Profile Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates.
Primary Market(s) Served
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Plans / Participants Served by Type*
Plans / Participants Served by Type*
401(k): 6,400 / 101,513 403(b): 120 / 4,229 457: 16 / 1,274 Cash Balance: 433 / 2,579 Defined Benefit (Traditional): 81 / 324 Money Purchase: 26 / 502 NQDC: 22 / 129 Other: 400 / 9,000
Total Assets Administered $10,000,000,000
Plans by Channel
Direct: 0 / Advisor: 7,500
Platform(s) Used Open Architecture
Asset Allocation Funds Any
Advisor Support Services
External Wholesalers Focused on Advisors: 8 External Wholesalers Focused on Institutional: 1 Internal Wholesalers Focused on Advisors: 4 Internal Wholesalers Focused on Institutional: 1
401(k): 7,518 / 537,629 403(b): 10,933 / 777,640 457: 1,491 / 79,801 Cash Balance: 2 / 8,200 Defined Benefit (Traditional): 16 / 36,144 Money Purchase: 1,096 / 122,169 NQDC: 409 / 16,567 Other: 1,384 / 185,010
Total Assets Administered $94,000,000,000
Plans by Channel
Direct: 16,975 / Advisor: 2,270
Platform(s) Used Lincoln Alliance® and Lincoln DirectorSM
Asset Allocation Funds Lincoln Alliance®: Target Date Funds, custom portfolios; Lincoln DirectorSM: Target Date Funds, custom portfolios
Advisor Support Services
Compliance Support, Plan Benchmarking, Training for DC Plan Sales/Service
External Wholesalers Focused on Advisors: 39 External Wholesalers Focused on Institutional: 15 Internal Wholesalers Focused on Advisors: 24 Internal Wholesalers Focused on Institutional: 5
Participant Support Services
Compliance Support, Plan Benchmarking, Target-Date Evaluation Tools, Training for DC Plan Sales/Service, Investment Committee Meetings
Rollover Services, Call Center Support, Smartphone Access to Participant Balances, Smartphone Transaction Access for Participants
Plan Sponsor Service(s) Available Our services include: Recordkeeping, Payroll Integration, ERISA 3(16) Services, Plan Administration, Participant Services, and Notice Delivery
Participant Support Services In-Plan Lifetime Income Options, Rollover Services, Call Center Support, Facebook Page, Smartphone Access to Participant Balances, Smartphone Transaction Access for Participants
Plan Sponsor Service(s) Available Daily recordkeeping and valuation, compliance, reporting, plan sponsor website, plan health dashboard, fiduciary line-up services, custom portfolio services. *as of 6.30.23
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NAPABLACKBOOK2023