Investment Professionals

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
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

Non-competing Provider

JULY is a non-competing provider.  We do not sell or receive compensation for investment-related services.  All of our services are designed to support and complement our strong network of financial partners.  This has been our firms philosophy since our founding in 1994 and is embedded in our firms culture and strategic plan.

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

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