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
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

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:



SPP Rating


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

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

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