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Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

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Our People

Well chosen employees only make a company stronger. At JULY, we choose our employees wisely; they come to the table with experience, and we give them tools they need to develop, and to help our clients succeed—focused training sessions, in-depth client orientation, management supervision, and opportunities to learn and develop.  We believe this is the foundation for success, and we enter into employee relationships with a long-term partnership in mind.

Executive Leadership

As industry experts and champions of JULY’s core values, our Executive Management Team helps our employees succeed in providing the best experience for our clients.

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Management Team

JULY’s Management Team is made up of a diverse group of individuals with extensive experience related to the recordkeeping and administration of retirement plans.

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Sales Team

The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on assistance to help you grow your business. Our team has many years of experience helping with all aspects of the retirement plan sales process, and we work with advisors of all experience levels.

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Talent Base

JULY is an organization of many dozens of professionals working to produce great outcomes for our clients and their employees. From consulting on retirement and payroll options to the ongoing service we provide every day, we put our knowledge and best effort to work for you.We believe strongly in the professional development of our people and...

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Employees / Participants
We can help your employees understand how to develop a plan to reach their retirement goals.
We can help you start a new retirement plan or update your current plan to the latest options.
Investment Advisors
JULY delivers creative and unbiased retirement services to consultants and advisors.
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