Investment Professionals

Services for Advisors
The JULY Platform
Why July
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 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

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.

 

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

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