We offer a true open architecture retirement platform, custom plan design, bundled or unbundled TPA options, low-cost investment options, and a hands-on service model to make retirement plans easy for advisors and clients.
Our experienced Regional Sales Consultants assist advisors with sales and prospecting, plan education, proposals, and plan illustrations. Our team is focused on helping advisors win, retain, and grow their business.
Our service model is designed to support and complement our strong network of financial partners, and we do not sell investment services. Our solutions are customized based on each advisor’s unique experience and capabilities.
We offer tools, educational webinars and regional events to help advisors build and grow their business. Our tools include investment reporting and screening, quarterly plan reports, and retirement readiness projections.
Our written materials and online enrollment and planning tools make it easy for participants to get started and create and achieve a successful retirement plan.
We provide participants with access to their retirement accounts via a modern, mobile-friendly web interface that makes managing their account intuitive and easy.
Quarterly participant statements are automatically posted to the plan’s website. They are easy to read and include a quarterly account summary, rate of return, and other helpful information.
Through the plan’s advisor, participants have access to a financial expert to guide their investment decisions. JULY’s dedicated participant support associates are available toll-free to assist with account access and transactions.