Investment Professionals

Services for Advisors

Why JULY

JULY has demonstrated expertise across a wide array of industries and client groups.  You can benefit from our many years of experience serving customers in industries including:Medical Clinics /...
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Services for Advisors

July Business Services is an industry leader who delivers creative, unbiased, and technically accurate retirement services to financial consultants, registered investment advisors, bank trust departments, and other financial intermediaries.  Whether you’re a new advisor seeking to learn the business or a seasoned veteran, July has the experience, systems, and partners to set you apart from the crowd.

Sales Support

Our team of experienced Sales Consultants is dedicated to your success.  They can assist you with prospecting and lead generation, preparing proposals and plan illustrations, helping with vendor evaluation, and all aspects of the sales process. 

Implementation Support

After the sale, we provide you and your client with a dedicated consultant to assist with making the setup or conversion easy.  They collaborate with you to prepare enrollment materials, establish a setup timeline, prepare required employee notices, coordinate the conversion with existing vendors, and handle other key aspects of the setup or conversion process.

Dedicated Technical Support

Once the setup or conversion of your client's plan is complete, you are assigned an experienced, dedicated Client Relationship Manager to handle your day-to-day services needs.  Your CRM's job is to ensure you and your client are satisfied and to respond timely to your needs.

Investment Screening Tools

If you are utilizing the JULY Retirement Platform and perform fund screening and selection for your plan's investment lineup, JULY can provide you access and support for several specialized retirement plan investment screening tools. 

 

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

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