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
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

Customized Service Delivery

The JULY team is geared to customize service delivery for advisors to meet the unique needs of your firm and those of your clients.  Below are some of the ways we can customize our service.

Custom Communications Model

We understand that advisors have different business models regarding how service is delivered.  Some of our advisors take on a very proactive plan management role and wish to be the primary contact on day-to-day communication and others prefer to let JULY interact directly with the plan sponsor on daily issues.   The JULY team is experienced at working in either of these models, and we can communicate directly with your client or through personnel in your office.  Our systems and people are ready to support whichever model you choose.

Flexible Billing Options

We offer a number of different billing options for our record keeping and administration fees.  Below are some of the options we offer.

  • Pay via ACH
  • Deduct from Plan Assets
  • Pay via Invoice
  • Pay via Revenue Sharing Offsets

Multiple Custodial Options

If you use the JULY Retirement Platform, we provide you with four different custodial options and help you choose the one that best fits your needs.  Choices include:

  • Mid Atlantic Trust Company
  • MG Trust Company (Matrix)
  • Charles Schwab Trust Company
  • TD Ameritrade

Customized Plan Design

We offer customized plan design based on the needs of your client.  Our experienced plan design consultants will match up the design that best meets the goals and objectives of your client.  From basic plan designs like Traditional or Safe Harbor 401k to more complex designs like Cash Balance or Combo Plans, JULY has you covered.

Customized Website and Statements

For plans on the JULY Retirement Platform, we can include your logo or your client's logo on participant statements and the plan sponsor and participant websites to help highlight your brand or your client's brand.

Optional Features

We also allow you to chose other optional features such as utilizing services such as Rollover IRA Solution through RolloverSystems, integrated payroll services, payroll upload services, and other optional services that bring value to you and your client.

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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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