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
Interactive Sales Map
This interactive sales map is provided to show an overview of the Regional Sales Consultant and Internal Sales Consultant to... 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.

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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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