Proven Expertise

The JULY team has the experience, expertise, and qualifications to manage your retirement plan from start-up to implementation, and throughout the day-to-day operation of the plan.

  • CEO Started in Industry in 1974
  • Founded in 1994
  • Experienced Leadership Team
  • In-House ERISA Attorney
  • Over 45 Industry Certifications
  • SSAE 16 Audited on Annual Basis

Clients across the U.S. trust JULY to handle their retirement plan services, and many national service providers count on us as a go-to resource in serving their retirement client-base.

  • Clients in all 50 states
  • Strong relationship with top financial institutions
  • Affiliations with national retirement providers

Our processes are efficient and audited and our company has undergone the following types of audits or reviews to ensure sound and quality processes:

 

SSAE 16

SPP Rating

CEFEX

ACIPA SPP Rating ASPPA Recordkeeping
A report prepared by a Certified Public Accounting Firm in accordance with SSAE No. 16 to report on the suitability and effectiveness of our retirement recordkeeping processes
A quality management system review performed by a Fiduciary Assurance Company to assist in analyzing our recordkeeping processes against industry practices
An assessment performed by the Center for Fiduciary Excellent to evaluate our firm’s conformance to industry-accepted Standards for Recordkeeping Services

 

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Dedicated Technical Support
Each of your clients receive a dedicated Client Service Manager (CSM) to provide day-to-day technical support.  Our CSMs... Learn more
Sales Support
The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in helping you grow your... Learn more
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