Welcome TPAs

JULY is committed to helping you support and grow your business. JULY’s TPA partners gain access to a large network of investment advisors, including Broker/Dealers, Registered Investment Advisors (RIAs) and others seeking to operate in a fee-based capacity. The RIA and fee-based advisor community is a fast growing segment of the retirement market and we are glad to offer TPAs more options to access this opportunity.

Having spent the first ten years of our business as a TPA, JULY is extremely familiar with the needs and challenges of operating a TPA firm. Today, we have partnered and established meaningful relationships with many TPA firms and support their business model in a customized approach to enhance their value proposition. We want to support you too!

Open Architecture for TPAs

JULY’s Freedom Retirement Platform offers TPAs access to a feature-rich, open-architecture platform to help them compete in today’s changing retirement landscape.

  • Conflict-free Investments

    • Over 20,000 options
    • 5 custodian choices
    • No proprietary requirements
  • Transparent Fee Structure

    • Revenue sharing credits
    • Flat-fee, per participant pricing
    • No hidden charges
  • Hands-On Sales and Service Team

    • Dedicated service rep for TPAs
    • Toll-free participant support line
    • Regional sales support
  • Feature-Rich Technology Platform

    • Year-end extracts for TPAs
    • TPA, advisor, and employer access
    • Mobile app for participants

Learn more by downloading our Brochure.

BPO Services for TPAs

In addition to our open-architecture platform, we offer TPAs the ability to access our Business Process Outsourcing (BPO) services aimed at improving efficiency and lowering costs.

  • Benefits of BPO Services

    • Improve profitability
    • Become more scalable
    • Improve speed and quality
  • Solutions for all Key Processes

    • Documents and Form 5500s
    • Compliance and Testing
    • Distributions and Loans
  • An Experienced, Trusted Partner

    • ASPPA Credentialed
    • CEFEX Certified
    • SSAE 16 Audited
  • Customized Approach for Each TPA

    • Adapt to your technology
    • Mirror your proven process
    • Maintain your quality checks

Learn more by downloading our brochure on BPO Services for TPAs.

Industry Accolades and Certifications

We strive to adhere to the industry’s best practices. Because of this focus, we demonstrate our commitment to excellence through our CEFEX and other certifications.

TPA Resources
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