Please note changes: Please review the website options below the User Name field to ensure you are selecting the appropriate one.
Note: Via the JULYPortal you may access the JULYRecordkeeping site without entering your credentials. If you choose to login to JULYRecordkeeping first, you must enter those specific credentials. Currently, JULY is working to streamline the login process.

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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
Learn More

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
Learn More