NAPA Advisors’ Choice Top Recordkeeper

Advisor Success Starts Here

Important Message:

Effective 11/25, we will be transitioning to a new phone system with enhanced features and benefits. As we move to the new system, there may be temporary disruptions or delays. We appreciate your patience and understanding during this process. Our goal is to improve your experience, and we’re working hard to minimize any inconvenience.

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Security Information

JULY takes the safety of your confidential information seriously and uses a variety of security controls to ensure your information is protected. Below are some of the ways we protect your information.

  • Login Process: JULY utilizes complex password requirements for accessing retirement plan accounts. JULY enhances security further by requiring multi-factor authentication utilizing a one-time PIN sent to a phone number or email address on record before accessing accounts.
  • Safeguards: JULY monitors login activity and locks accounts after five unsuccessful login attempts. Website sessions are timed out after a period of inactivity.
  • Web Browsing: JULY’s websites use Transport Layer Security/Secure Sockets Layer (TLS/SSL) to help keep your information confidential and encrypted while you interact with our secure websites.
  • Secure Communication: JULY verifies the identify of callers and scans outgoing emails to identify secure information such as Social Security Numbers and encrypts these emails to ensure safe delivery.
  • Trained Staff: JULY’s employees complete security awareness courses to better equip them to identify security risks.
  • Internal Reviews: JULY performs weekly vulnerability scans and quarterly security audits of systems.
  • Independent Audits: JULY completes two independent audits of security and operational controls annually and performs quarterly internal audits of security controls.
  • To Report Possible Fraud: Please contact us at 888.333.5859, Option 1, or email us at [email protected] to report possible fraud in your account.
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We make it easy to start and manage retirement plans that optimize tax and savings benefits. That’s what we call a good fit. Let us help you deliver value.

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Your Team

We’re here to support with proposals and presentations.

Plans That Fit

Help clients get a perfect fit with a Launch or Custom plan.

Pricing

Get pricing for low cost startups to complex custom solutions.

Resources

Get access to webinars and on-demand resources.

Grow: Watch These Videos and Webinars

401k Marketing | Marketing Across Generations

September 26, 2024

Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today's workforce.

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Cash Balance Plan Marketing and Prospecting

April 25, 2024

Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.

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JULY’s Secure 2.0 Decoded

January 31, 2024

JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.

Latest News and Resources

Annual Contribution Limits for 2025

November 4, 2024

ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.

Important Sales Deadlines Are Nearing

October 24, 2024

JULY has established key dates to guarantee plan setup during our peak season. These deadlines are intended to ensure we uphold service quality and meet enrollment commitments and regulatory deadlines.

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State of PEPs: Q&A with Theresa Conti

August 16, 2024

With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.

Professional Young Working Woman

Understanding the Unique Retirement Savings Challenges Women Face

July 26, 2024

When we talk about how to increase 401(k) participation for women, we are really talking about why women need to save “differently” for retirement. For anyone, the considerations of how much money will be needed in retirement equates to how much can be saved and how long they may be in retirement.

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Related Groups under Common Control

February 12, 2024

The related group rules apply when determining the ownership of entities and when those entities must be grouped together and treated as one employer for qualified plan purposes.

Contact Support

Sales Questions

888.333.5859, ext. 7420

Existing Client Questions

888.333.5859

Participant Questions

888.333.6315

  • JULY has been focused on helping advisors like you be more successful since our founding in 1994.