Investment Professionals

Services for Advisors


The JULY team is geared to customize service delivery for advisors to meet the unique needs of your firm and those of your clients.  Below are some of the ways we can customize our service.Custom...
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Plan Implementation Support

Your JULY team provides all of the services you need to help efficiently setup your client's retirement plan or convert an existing plan from another provider.  Our dedicated New Business Team guides you and your client every step of the way.   

Services to Support Advisors

We provide the following advisor-focused services to support you during the implementation process:

  • Dedicated New Business Consultant
  • Assistance Completing Setup Paperwork
  • Coordination of the Implementation Timelines
  • Assistance with Fund Research (if using the JULY Platform)
  • Preparation of Enrollment Materials
  • Preparation of Employee Notices
  • Preparation of Fee Disclosure Reports
  • Assistance with Enrollment Meetings

Sample Implementation Timeline

Below is a sample timeline for a typical client using the JULY Retirement Platform.  Timelines will vary based on the specifics of each client, but this example will serve as a general guideline.


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Managing Your Plan to Minimize Top-Heavy Issues
January 10, 2017

Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.

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