JULY offers you choice in selecting the retirement platform that is right for you and your client. We have many years of experience working with top retirement platforms and we offer our own in-house retirement platform when the need arises.
Outside Platform Partners
We have partnered with outside retirement platforms since our firms founding in 1994 and maintain many of these same relationships today. Our platform partners include:
JULY Retirement Platform
We also offer our own, in-house retirement platform that gives you access to an open investment lineup and the other great features listed below.
Over 20,000 Mutual Funds
More than 500 ETFs
Low-Cost Institutional Shares
Stable Value Options
Asset Allocation Models
Target Date Funds
Choice of 4 Custodial Options
Fee or Commission-Based Compensation
Mutual Fund Companies
July Business Services is a national retirement plan services...