JULY offers you choice in selecting the retirement platform that is right for you and your client. We have many years of experience working with top retirement platforms and we offer our own in-house retirement platform when the need arises.
We have partnered with outside retirement platforms since our firms founding in 1994 and maintain many of these same relationships today. Our platform partners include:
We also offer our own, in-house retirement platform that gives you access to an open investment lineup and the other great features listed below.
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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