The JULY Platform

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.

True Open Architecture

Built for Today’s Fiduciary Environment

Transparent, Flat Fee Schedule

No Wrap Fees. Recordkeeping Costs Remain Level as Assets Grow.

CEFEX Certified, SOC 1 Audited

Committed to Excellence

Access to 20,000 Investments

No Proprietary Investments. Choose Lowest Cost Share Class.

Revenue Sharing Credits

Reduce Fees. Improve Retirement Outcomes.

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.

Participant Websites

The participant website has a modern, easy-to-use interface and allows participants to plan and track their retirement and manage their account.

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Employer Website

The Employer website provides plan and participant level account details, and clients can upload census and contribution information, perform transactions, and run reports.

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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.

Open Investment Platform

Through our custodial partners you gain access to an open investment platform with access to over 20,000 investment options.

Multiple Custodian Options

We provide you with choice in selecting the plan’s custodian to hold and safe-guard plan assets.

Flexible Fiduciary Solutions

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 Solution

Bundled or Outside TPA

You 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 Option