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.



JULY delivers what employers need to get the most from their retirement plans. We provide custom plan design and hands-on services for plan setup, operation and administration.


Plan Administration

JULY has over 25 years of retirement plan administration experience, and we can assist you in building a retirement plan to meet your goals, make implementation easy, and provide the ongoing services needed.

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JULY Platform

The JULY retirement platform is a modern, conflict-free, open architecture solution that is as easy to use as a bundled solution. It includes access to low-cost investments and easy-to-use, mobile-friendly websites for plan access.

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Integrated Payroll

Let JULY’s team of payroll professionals simplify the process of completing your company’s payroll. At the same time, our integrated payroll solution will improve speed, simplify plan administration, and reduce penalties.

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Owner Only Plans

We offer great solutions for owner-only businesses, including sole proprietors and partnerships with multiple owners. Options include SOLO 401k plans and advanced plan designs to maximize contributions and tax deductions.

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Other Services

In addition to the above services, JULY provides other services to make your retirement plan experience complete.

  Participant Services

If you choose the JULY retirement platform, we offer a suite of services to help your participants plan and save for retirement.

  • Enrollment Kits
  • Toll-free Participant Support
  • Mobile App and Website
  • Retirement Readiness Tool

  Outside Platforms

JULY can provide administration services in connection with the following retirement platform providers.

  • John Hancock
  • MassMutual
  • VOYA
  • American Funds