The JULY Platform
Simple, Straightforward Processes
Modern Technology Platform
Helpful Participant Resources
Competitive, Flat Fee Pricing
Pro-Active Client Support
JULY offers a true, open architecture retirement platform, including a conflict-free approach to plan investments, a transparent, flat fee schedule, a robust technology platform, and a hands-on service model. For employers seeking a modern retirement platform made to meet the requirements of today’s new fiduciary environment, the JULY Platform may be for you.
Modern Technology Interface
Our 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.
Flexible, Customized Support Model
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.
- Mutual Funds
- Low Cost, Institutional Shares
- Exchange Traded Funds (ETFs)
- Target Date Options
- Collective Investment Trusts (CITs)
- Risk-Based Portfolios
- Model Portfolios
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.
- Dedicated Client Service Manager
- Credentialed Service Team
- Toll-free Participant Call Center
- Hands-on, Pro-active Support
- 15 Years Average Service Team Experience
Participant Communication
We provide easy-to-read materials to help communicate plan details to participants, including Enrollment Kits, participant statements, and quarterly newsletters
