Advisor Success Starts Here

Sales Team

Contact Support

JULYPortal (Action Items & Administration)

JULYRecordkeeping (Account Balances, Payroll Upload & Transaction History)

Forgot Password?

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.

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.

Our National Map

Plans That Fit

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

Our Plan Types

Pricing

Get pricing for low cost startups to complex custom solutions.

Our Clear Pricing

Resources

Get access to webinars and on-demand resources.

View the Latest

Grow: Watch These Videos and Webinars

Best Practices for Pricing Retirement Plan Services

May 29, 2025

Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.

PEPs vs State-Run Plans | A Growing Opportunity for Advisors

April 28, 2025

With more states requiring employers to offer retirement plans, advisors have a growing opportunity to guide clients through state mandates and alternative solutions. In this on-demand webinar, JULY’s COO, Blake Willis, explains how Pooled Employer Plans (PEPs) compare to state-run programs and the opportunities they provide to advisors.

Two people meeting and discussing paperwork and finances

Cash Balance Plan Marketing and Prospecting

March 27, 2025

Learn how to best position and sell cash balance plans to plan sponsors

Washington Update with ERISA Expert Brad Campbell

March 4, 2025

Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025.

SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients

January 31, 2025

While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025.

Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry

November 1, 2024

Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry.

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.

What to Know About PEPs vs. State-Run Plans

August 27, 2024

JULY's COO, Blake Willis, covers some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).

JULY | Franklin Templeton | Voice of the American Workplace

July 26, 2024

Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker.

A Practical Approach to Behavioral Guidance

June 21, 2024

Listen to this webinar to better understand how emotions play into financial decisions and explore solutions to help mitigate behavioral biases.

Exploring JULY’s Tools and Resources for Participants and Advisors

June 6, 2024

JULY offers extensive planning and organizational tools and resources for retirement plan participants and advisors. JULY’s COO, Blake Willis, walks you through some of the ways working with JULY is made easier through our focus on technology and resources.

Two middle age people meeting with financial advisor

JULY | Dimensional Retirement Plan University | Going to Market

May 10, 2024

“Going to Market” closes out the Retirement Plan University webinar series. This session provides perspectives on prospecting, pitching, and closing retirement plan opportunities.

View All Advisor Videos

Latest News and Resources

EY US unveils John Humphrey of July Business Services as an Entrepreneur Of The Year® 2025 Southwest Award finalist

May 1, 2025

Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Southwest Award. Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities.

Plan Sponsor reviewing paperwork at desk

Understanding and Navigating Retirement Plan Pricing

April 28, 2025

Retirement plan pricing remains a nuanced and often complex topic. But for plan sponsors, understanding how fees work is essential to making informed decisions—and for financial advisors, it’s critical to help them navigate this process. The ultimate goal? To maximize participant outcomes and ensure fees don’t unnecessarily erode retirement savings.

Mastering Plan Sponsor Prospecting: 5 Strategies for Financial Advisors

March 11, 2025

As a financial advisor, whether you specialize in qualified retirement plans or are looking to incorporate them into your business, finding new clients can sometimes be challenging.

Man checking off list while working on computer

SECURE 2.0 in 2025 | Checklist for Advisors

February 10, 2025

The SECURE 2.0 Act introduces significant changes that impact retirement plans, requiring advisors to proactively guide plan sponsors through compliance and strategic planning.

Older woman looking over paperwork at her desk

Super Catch-Up FAQs

January 31, 2025

Retirement savings can be challenging, especially for those nearing retirement who may need to make up for lost time. Due to SECURE 2.0 enhancements effective in 2025, individuals aged 60 to 63 can make even higher catch-up contributions to 401(k) and similar plans, “super catch-up” contributions.

Person using calculator while counting finances

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.

View All Advisor Resources