Investment Professionals

Services for Advisors
The JULY Platform
Why July
Troubled Plan Consulting
As retirement plan rules have become more and more complex and regulatory scrutiny has increased, it has become common for... Learn more
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

Custody and Trust Options

We partner with the top retirement plan custodians to hold and protect plan balances.   These custodians have been carefully selected by JULY for their specializes services, seamless platforms, and national reputation.  Our custodial partners provide a number of important functions for you and your client, including:

  • Holding and Protecting Plan Assets
  • Establishing Investment Accounts with Fund Companies
  • Directing Commission Payments for Commission-Based Advisors
  • Remitting Compensation to Fee-Based Advisors
  • Executing and Settling Trades
  • Providing Optional Trustee Services
  • Collecting Mutual Fund Revenue Sharing

Multiple Options

We provide you multiple options to allow you to choose the custodian that is best for you and your client.

News View all

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

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