Advisor Success Starts Here
Important Message:
We are conducting system upgrades on Friday, 5/26 at 6pm CT through Monday, 5/29. During this time you may not have access your retirement account. You will have full access to your account again by Tuesday, 5/30.

Latest Newsย |ย Webinarsย |ย Cash Balance Plansย |ย Calculatorsย |ย Launch 401k PEP
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:ย 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:ย JULY monitors login activity and locks accounts after five unsuccessful login attempts. Website sessions are timed out after a period of inactivity.
- Web Browsing:ย 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:ย 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:ย JULY’s employees complete security awareness courses to better equip them to identify security risks.
- Internal Reviews:ย JULY performs weekly vulnerability scans and quarterly security audits of systems.
- Independent Audits:ย JULY completes two independent audits of security and operational controls annually and performs quarterly internal audits of security controls.
- To Report Possible Fraud:ย Please contact us atย 888.333.5859, Option 1, or email us atย distributions@julyservices.comย to report possible fraud in your account.
Request Demo
Thank you for requesting a demo of our website. Please enter the information below and you will be directed to a demo site. Thank you for your interest in JULY.
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.

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
Latest News and Resources
Contact Support
