At a Glance

JULY works with advisors, TPAs and employers nationwide to design and implement successful retirement plan strategies for American workers saving for the future.

 
Founded 1994
Modern Retirement Solutions
True Open Architecture
Custom Plan Design
Easy Setup and Operation
Plan Sizes 0 to 250 Participants
National Client Base
3,300 Clients / 92,000 Participants
$2.9 Billion in Assets
CEFEX Certified / SSAE 16 Audited
 
 

We Support Advisors

Since 1994 we’ve built long-lasting relationships through our guiding principles: uncompromising excellence, a servant’s heart and collaborative spirit. JULY is a proven, trusted business partner committed to the retirement plan market, and our services are built to help advisors succeed.
 

Modern Retirement Platform

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.

National Field Support

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.

Non-Competing Provider

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.

Advisor Tools and Education

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.
 
 

We Support Employers

With a strong focus on customer service, we make plan setup and operation simple and easy. Our flexible, comprehensive service model combined with dedicated, knowledgeable service representatives improves outcomes and saves you time and money.
 
 
The JULY Platform
The JULY Retirement Platform is a true open architecture solution with a modern technology interface, access to low-cost investment options, and a flexible service model.
Plan Administration
Receive custom plan design and high quality plan administration and compliance services by selecting JULY’s bundled TPA option or working with an outside TPA in your area.
Integrated Payroll
To simplify plan operation and reduce your workload, we offer an integrated payroll solution with the features of national providers combined with hands-on, experienced client service.
Participant Services
JULY provides the tools participants need to achieve successful retirement outcomes. Our technology, support team, and education materials allow participants to succeed.
 
 
 
 

We Support Participants

JULY provides a full range of retirement plan services to help participants understand their retirement needs, develop a plan to achieve their goals, and create retirement security.
 

Enrollment and Planning

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.

Account Access

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 Statements

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.

Participant Support

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.
 
 
 

We Support TPAs

JULY is committed to helping TPAs support and grow their business. Partnering with JULY means you gain access to our true open architecture platform and our BPO solution that was built for TPAs from the ground up.
 

Open Architecture

Our Freedom retirement solution provides TPAs with access to a true open architecture platform to compete in today’s changing retirement landscape. With access to over 20,000 investments, revenue sharing credits, a modern technology interface, and a collaborative, experienced partner, TPAs can expand their services and open new channels for growth.

BPO Services

JULY offers a unique solution to TPAs to help them improve their business model, including enhancing scalability, improving profitability, improving service, and allowing business owners to focus more on growth and strategic business management. Our BPO solution leverages our overseas subsidiary that was built from the ground up by the JULY team.

Dedicated TPA Support

We have a dedicated TPA Sales and Support Team to help you leverage open architecture or our BPO services. Our team assists with creating a strategy for implementing our solutions and provides hands-on support for new client ramp-up and ongoing service. Our focused approach makes it easy for TPAs to get started with open architecture and BPO Services.
 
 
 
 

Our Strategic Partners

JULY creates long-term partnerships with industry-leading providers, mutual fund companies, and other business-critical vendors. Our partnerships allow advisors, plan sponsors and participants access to the best investments and products to meet their unique plan needs.