Investment Platform Option

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:

  • John Hancock
  • The Hartford
  • ING
  • Transamerica
  • American Funds
  • MassMutual

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
  • Self-Directed Options
  • Asset Allocation Models
  • Target Date Funds
  • Unitized Accounts
  • Stock Trading
  • Choice of 4 Custodial Options
  • Fee or Commission-Based Compensation
  • QDIA Options
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Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

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