Helping Advisors Succeed Since 1994
JULY has been an advisor-focused retirement plan provider since our founding in 1994. Our independent approach to retirement plan services helps advisors succeed in building, growing, and maintaining a successful retirement plan practice.
We offer a comprehensive suite of services to help advisors succeed.
- Regional Sales Support
- Plan Design and Implementation
- Enrollment and Education Materials
- Dedicated Client Service Manager
- Advisor Fee Payment and Management
- Webinars, Events, and Advisor Training
The JULY Platform
A conflict-free, open architecture retirement platform that’s as easy to use as a bundled solution.
- Multiple Custodian Options
- Bundled and Unbundled TPA Options
- Mutual Funds, ETFs, and Model Portfolios
- Modern, Mobile-Friendly Plan Websites
- Built-in Fiduciary Options
See the helpful resources below for access to sales support and service.
Plan Design Options
We offer both straight-forward and advanced plan design options to meet client objectives.
- Standard and Safe Harbor 401(k) Plans
- Targeted Profit Sharing Contributions
- Defined Benefit and Cash Balance
- Owner-Only Options