JULY (July Business Services) Acquires Sunwest Pensions

July Business Services Acquires Turning Point Associates

March 29, 2023

Financial Services

July Business Services (JULY), a Waco, Texas–based provider of 401(k) plan services, has acquired Turning Point Associates, a family-owned retirement plan recordkeeper and administrator based in Swedesboro, New Jersey. The deal expands JULY's scale to nearly 7,000 plans and $8.5 billion in plan assets, brings Turning Point personnel into JULY, and aims to deliver JULY's technology and expanded services to Turning Point clients.

Platform Partners Completes Investment in July Business Services

October 25, 2022

Wealth Management

Houston-based private investment firm Platform Partners LLC completed a minority investment in July Business Services, LLC (JULY), a fintech retirement plan administration and 401(k) recordkeeping provider. JULY’s management team will remain in place and retain a significant ownership stake as Platform provides capital and support to accelerate the company’s growth and product development for financial advisors and small-to-medium-sized businesses.

JULY Acquires HTLF Retirement Plan Recordkeeping and Administration Business

May 16, 2023

Financial Services

JULY Business Services has acquired the recordkeeping and administration business of HTLF Retirement Plan Services, a division of Heartland Financial USA, Inc. Core HTLF recordkeeping team members (including over 20 credentialed employees) are joining JULY to maintain continuity of service while HTLF will continue as advisor and 3(38) investment fiduciary. The deal expands JULY's capabilities and client service model as it grows its national retirement plan platform.

July Business Services Acquires Digital Retirement Solutions

March 21, 2023

Wealth Management

July Business Services, LLC (JULY) has acquired Digital Retirement Solutions (DRS), a retirement-plan recordkeeping and administration provider based in Longmont, Colorado. The acquisition brings DRS's team and leadership (including CEO Michael Pierce) into JULY as part of JULY's strategic growth to expand its technology, advisor relationships and presence in Colorado; JULY now supports over 6,700 plans and $8.5 billion in plan assets.

July Business Services Acquires Employee Incentive Plans; AtlasMark Advisory Practice Merged into EXPAND

June 17, 2025

Financial Services

July Business Services (JULY) has acquired Employee Incentive Plans (EIP), effective May 30, 2025, and concurrently merged AtlasMark Financial’s retirement plan advisory practice into EXPAND, a wholly owned subsidiary of JULY. The deal expands JULY’s retirement-plan capabilities and scale — bringing additional advisory talent and strengthening its fiduciary-driven investment management offering as it grows its platform of retirement-plan services.

Raymond James Acquires NWPS (Northwest Plan Services)

December 10, 2020

Financial Services

Raymond James Financial, Inc. has acquired NWPS Holdings, Inc., doing business as NWPS or Northwest Plan Services, a Seattle-based provider of retirement plan recordkeeping, administration, consulting and actuarial services. The transaction, which retains NWPS's management team and employees, expands Raymond James' retirement services capabilities for its advisors and clients and follows WestView Capital Partners' exit of its investment.