Investment Professionals

Why JULY
Troubled Plan Consulting
As retirement plan rules have become more and more complex and regulatory scrutiny has increased, it has become common for... 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

Proven Expertise

The JULY team has the experience, expertise, and qualifications to manage your retirement plan from start-up to implementation, and throughout the day-to-day operation of the plan.

  • CEO Started in Industry in 1974
  • Founded in 1994
  • Experienced Leadership Team
  • In-House ERISA Attorney
  • Over 45 Industry Certifications
  • SSAE 16 Audited on Annual Basis

Clients across the U.S. trust JULY to handle their retirement plan services, and many national service providers count on us as a go-to resource in serving their retirement client-base.

  • Clients in all 50 states
  • Strong relationship with top financial institutions
  • Affiliations with national retirement providers

Our processes are efficient and audited and our company has undergone the following types of audits or reviews to ensure sound and quality processes:

 

SSAE 16

SPP Rating

CEFEX

ACIPA SPP Rating ASPPA Recordkeeping
A report prepared by a Certified Public Accounting Firm in accordance with SSAE No. 16 to report on the suitability and effectiveness of our retirement recordkeeping processes
A quality management system review performed by a Fiduciary Assurance Company to assist in analyzing our recordkeeping processes against industry practices
An assessment performed by the Center for Fiduciary Excellent to evaluate our firm’s conformance to industry-accepted Standards for Recordkeeping Services

 

News View all

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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