Acquisition Opportunity Acuff & Associates has been acquired by JULY, a national provider of 401(k) plan services for small to mid-sized businesses. This presents an opportunity to cross-sell advanced actuarial consulting, defined contribution administration, and retirement plan optimization services to JULY’s broader client base.

Growth Synergy JULY’s growth strategy emphasizes personalized administration and actuarial services, aligning with Acuff’s experienced team and culture. This creates prospects for joint offerings, integrated retirement plan services, and expanded service lines to their combined client networks.

Midmarket Focus Acuff operates as a TPA with defined contribution and actuarial focus in the mid-market segment. Target similar small to mid-sized employers already served by JULY to accelerate revenue through scalable, high-touch retirement plan services and cost-efficient administration.

Talent & Compliance Many Acuff employees hold professional retirement designations, signaling strong expertise in pension and DC plan compliance. This supports upsell opportunities for advanced actuarial consulting, independent defined contribution audits, and customized plan design enhancements.

Tech & Data Acuff’s tech stack includes modern web and analytics tools (JSON-LD, Google Tag Manager, Cloudflare, etc.). Leverage these capabilities to offer enhanced 401(k) data analytics, reporting, and digital administration experiences to JULY’s clients, differentiating in a competitive market.