JULY offers comprehensive daily valuation recordkeeping with access to thousands of mutual funds and other investments through our open platform. Our platform integrates with multiple custodial partners and allows us to customize the experience for you and your participants.
With access to thousands of mutual funds and ETF investments, you and your advisor can build a customized portfolio that meets the goals and objectives of your retirement plan.
JULY has partnerships with premier retirement plan custodians who provide custody and trustee services for clients on our platform.
You and your advisor may choose from a wide array of investment options giving you the opportunity to create lineups tailored to your needs.
JULY offers you and your participants web based account access.
JULY's expert staff manages eligibility tracking, distribution and loan processing, compliance testing, and tax reporting. With our sharp focus on your plan, you avoid costly errors or missed deadlines. Our full range of services includes providing participants with enrollment and education materials to help reach retirement goals.
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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