JULY Acquires EIP
July Business Services, LLC has acquired Employee Incentive Plans, Inc. (EIP), effective as of May 30, 2025.
The acquisition also includes the merger of AtlasMark Financial, Inc.’s (AFI) retirement plan advisory practice with Expand Financial, LLC (EXPAND), a wholly owned subsidiary of JULY. EXPAND operates as an investment fiduciary partner, offering plan sponsors expert management of retirement plan investment lineups. EXPAND’s model, grounded in ERISA fiduciary standards, supports advisors with competitive tools and a scalable service platform designed to fuel growth.
Dynasty Investment Bank served as exclusive financial advisor to Employee Incentive Plans and AtlasMark Financial on this transaction. Kupfer, PLLC served as legal advisor to Employee Incentive Plans and AtlasMark Financial and Wintead PC served as legal advisor to July Financial Services, LLC.
With the addition of EIP and AFI’s advisory business, JULY now serves over 10,000retirement plans representing $18 billion in assets under administration.