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
Dedicated Technical Support
Each of your clients receive a dedicated Client Service Manager (CSM) to provide day-to-day technical support.  Our CSMs... Learn more

Plan Administration

With the JULY Retirement Platform, you get to choose between the delivery of Plan Administration services by JULY (bundled) or via the services of  a Third Party Administrator local to you (unbundled).

Bundled Third Party Administration

With our Bundled Third Party Administration Services, Your JULY Client Relationship Manager (CRM) is your single point of contact for all plan services including plan setup, recordkeeping, and plan administration services.  Your JULY CRM is supported by our team of in-house plan administration experts who perform:

  • Plan Document Maintenance
  • Compliance Testing
  • Contribution Calculations
  • Tax Compliance
  • Distribution and Loan Processing

Unbundled Third Party Administration

If you desire more local support, consider working with our outside network of Third Party Administrators. This option provides access to the same plan administration services as our bundled services delivered by firm local to you.

 

News View all

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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