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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.


Advisor Services

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
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Helpful Resources

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
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