The JULY PlatformOur recordkeeping technology includes an intuitive, friendly user interface for participants, employers, and advisors, and all websites are built using mobile-friendly, responsive technology so users can access their accounts on-the-go. Features like online enrollment and online distributions and loans streamline processing.
We offer a flexible, friendly support model to meet the unique needs of advisors, employers, and participants. Choose from multiple custodian options, select an outside TPA or use our bundled TPA solution, and select the best fiduciary option that meets your needs.
Through our custodial partners you gain access to an open investment platform with access to over 20,000 investment options.
We provide you with choice in selecting the plan’s custodian to hold and safe-guard plan assets.
We support advisors that offer investment fiduciary solutions and provide access to advisor-friendly options for those that wish to use an outside fiduciary. Through our relationship with Expand Financial, we offer a turn-key 3(21) or 3(38) investment fiduciary solution.
Learn about eFA Fiduciary SolutionYou can choose JULY’s bundled TPA solution or work with a local, outside TPA of your choice. If you choose and outside TPA, we work closely with them to provide seamless service.
Learn about JULY’s Bundled TPA OptionWe provide advisors and plan sponsors with a dedicated Client Service Manager to coordinate plan operation and compliance.
We provide easy-to-read materials to help communicate plan details to participants, including Enrollment Kits, participant statements, and quarterly newsletters
