Investment Professionals

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
Services for Advisors
July Business Services is an industry leader who delivers creative, unbiased, and technically accurate retirement services... Learn more

Platform Independence

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.

Outside Platform Partners

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:

  • John Hancock
  • ING
  • American Funds
  • MassMutual

JULY Retirement Platform

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.

  • Over 20,000 Mutual Funds
  • More than 500 ETFs
  • Low-Cost Institutional Shares
  • Stable Value Options
  • Self-Directed Options
  • Asset Allocation Models
  • Target Date Funds
  • Unitized Accounts
  • Stock Trading
  • Choice of 4 Custodial Options
  • Fee or Commission-Based Compensation
  • QDIA Options
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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.

[+] Learn more

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