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

We Support Employers

 
 
 
 

We Support Participants

 
 
 

We Support TPAs

 
 
 

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.