List of July Business Retirement Recordkeeping Customers
Chicago, 60606, IL,
United States
Since 2010, our global team of researchers has been studying July Business Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased July Business Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using July Business Retirement Recordkeeping for Retirement Recordkeeping include: Heartland Financial USA, a United States based Banking and Financial Services organisation with 1888 employees and revenues of $580.0 million, Group Plan Systems, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using July Business Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The July Business Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Group Plan Systems | Banking and Financial Services | 10 | $2M | United States | July Business | July Business Retirement Recordkeeping | Retirement Recordkeeping | 2022 | n/a |
In 2022 Group Plan Systems implemented July Business Retirement Recordkeeping to provide retirement recordkeeping and third party administration for GPS’s first Pooled Employer Plan, supporting small business retirement plans in the United States. The implementation followed extensive due diligence and enabled GPS to launch the Pooled Employer Plan PEP for its customer base.
The deployment centered on July Business Retirement Recordkeeping and is inferred to use July’s retirement recordkeeping and PEP administration capabilities within HR/retirement functional scope. Functional workflows implemented include participant record maintenance, contribution processing, plan level administration, and PEP specific administrative workflows such as employer aggregation and plan compliance support.
Operational coverage focused on GPS’s pooled employer plan offering to small employers across the United States, with July providing third party administration and recordkeeping services that extend GPS’s operational capacity. Governance efforts established during due diligence defined operational responsibilities for plan administration, compliance oversight, and participant service handoffs, aligning GPS internal processes with the service model.
The partnership delivered faster time to market and expanded operational scale for GPS, and July Business Retirement Recordkeeping is the platform supporting those capabilities under the Retirement Recordkeeping category.
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Heartland Financial USA | Banking and Financial Services | 1888 | $580M | United States | July Business | July Business Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023, July Business acquired Heartland Financial USA's retirement plan recordkeeping and administration business and onboarded HTLF's servicing team and plan clients into July Business Retirement Recordkeeping. The transaction moved client relationships and operational responsibilities onto July Business's service platform and expanded July Business's U.S. client base and assets under administration.
Implementation focused on core recordkeeping and plan administration capabilities consistent with the Retirement Recordkeeping category. July Business Retirement Recordkeeping was configured to support participant record maintenance, plan level accounting, and standard plan administration workflows that intersect HR and retirement functions.
Operational scope encompassed the onboarding of HTLF plan clients and servicing staff onto July Business's platform, preserving client service continuity through the transition. The integration emphasized continuity of plan sponsor servicing and participant support across the transferred accounts, without introducing or naming third party system integrations.
Governance and operational alignment concentrated on harmonizing administration workflows under July Business processes and retaining client facing personnel to maintain service levels. The acquisition strengthened July Business's mid market capabilities while preserving ongoing plan administration and client servicing for the transferred portfolios.
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