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THE TPAs

NAPA FIRM PARTNERS

JULY BUSINESS SERVICES

LEGACY RETIREMENT SOLUTIONS, LLC

WACO, TX • JULYSERVICES.COM

ASTON, PA • LEGACYRSLLC.COM

KEY CONTACTS

KEY CONTACTS

Blake Willis • 888.333.5859 • bwillis@julyservices.com Michelle LeCates • 888.333.5859 • mlecates@julyservices.com

Steve Warner • 484.483.2146 • swarner@legacyrsllc.com Joseph Ehmann • 484.483.1044 • jehmann@legacyrsllc.com

FIRM PROFILE

FIRM PROFILE

July Business Services (JULY) has partnered with advisors nationwide since 1994 to design and implement successful retirement plan strategies for small businesses. Our team understands that retirement is the number one reason for individual investing, and for many investors, company-sponsored plans are the foundation of their retirement savings strategies. Our services include: recordkeeping, plan administration, plan design consulting, payroll services, and business process outsourcing.

We are a non-producing, fee-for-service third party retirement plan administration company created and controlled by experienced industry professionals. With over 65 combined years of experience in third party retirement plan administration and consulting, Legacy Retirement Solutions, LLC leverages that experience to provide customized solutions that can satisfy all of your clients retirement plan administration and consulting needs. We are experts at the compliant design, operation and administration of retirement plans.

Established: 1994 State(s) where we have a physical presence: AR, CA, CO, DE, FL, GA, IL, MA, MN, OH, OK, OR, TN and TX

Established: 2010 State(s) where we have a physical presence:

PRIMARY MARKET(S) SERVED

Micro [< $1 million] • Small [$1-$10 million] • Mid [$10-$100 million]

SPONSORED PLANS SUPPORTED

400

TOTAL ASSET VALUE OF THE EMPLOYMENT BASED PLANS SUPPORTED

401 k , Traditional Defined enefit, Cash alance haring, Money urchase ension, 40 b

PRIMARY MARKET(S) SERVED

Micro [< $1 million] • Small [$1-$10 million] • Mid [$10-$100 million]

SPONSORED PLANS SUPPORTED

3,100

KINDS OF PLAN(S) SUPPORTED

As of 6/30/18 $3,030,000,000

CUSTODIAN(S) USED FEE STRUCTURE

As of 6/30/18 80,000

401 k , Traditional Defined enefit, Cash alance haring, Money urchase ension, 40 b

ybrid, rofit

We are willing to work with any custodian

PARTICIPANTS COVERED BY THE EMPLOYMENT BASED PLANS SUPPORTED

KINDS OF PLAN(S) SUPPORTED

,

er articipant ee

SERVICE(S) PROVIDED

Compliance Support, Account Reconciliation, Non-Discrimination Testing, lan Design Consulting, lan udit upport, ctuarial Calculations upport, orm 5500 reparation, ardship Distribution equests, nrollment Meeting upport, reparation o oan aper ork, rocessing o oan pplications,

ybrid, rofit

CUSTODIAN(S) USED

JULY’s recordkeeping platform supports the following custodians: Mid tlantic Trust Company, Matri , ershing, Charles ch ab, and TD Ameritrade. JULY works with the following outside recordkeeping platforms: American Funds, John Hancock, Mass Mutual, and VOYA.

FEE STRUCTURE er articipant ee

SERVICE(S) PROVIDED

Compliance upport, reparation o oan aper ork, rocessing o oan pplications, on Discrimination Testing, lan Design Consulting, lan udit upport, ctuarial Calculations upport, orm 5500 reparation, D O evie , ardship Distribution Requests, Call Center

108 NAPA BLACK BOOK

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2018

11/29/18 9:13 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.