With the JULY Retirement Platform, we allow you to choose to have Plan Administration Services bundled through JULY or use the outside services of a local Third Party Administrator.
Bundled Third Party Administration
With our Bundled Third Party Administration Services, you have one point of contact for all plan services, including plan setup, recordkeeping, and plan administration services. Your JULY Client Relationship Manager is supported by our team of in-house plan administration experts who will perform the following functions:
Plan Document Maintenance
Distribution and Loan Processing
Unbundled Services with Local TPA
Working with our outside network of Third Party Administrators allows you to get the same great features as our bundled services, but you also get the benefits of working with a local firm. This makes it easier to have face-to-face meetings and to get support from local experts.
Mutual Fund Companies
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
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