Investment Professionals

Services for Advisors
The JULY Platform
Why July
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
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... Learn more

Open Investment Menu

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:

  • Over 20,000 Mutual Funds
  • More than 500 ETF Options
  • Low-Cost Institutional Shares
  • Asset Allocation Portfolios
  • Stable Value Options
  • Target Date Funds
  • Lifetime Income Options
  • QDIA Options
  • Stock Trading
  • Unitized Accounts
  • Self-Directed Options

Examples of Investment Options

Below are examples of a few of the fund families represented on the JULY Platform.

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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.

[+] Learn more


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