The JULY Retirement Platform features an open investment menu to allow you to create an unbiased investment menu that is right for your client's workforce. Our platform provides you access to the following:
Below are examples of a few of the fund families represented on the JULY Platform.
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.[+] Learn more
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