TPA Success Starts Here

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Q

Security Information

JULY takes the safety of your confidential information seriously and uses a variety of security controls to ensure your information is protected. Below are some of the ways we protect your information.
  • Login Process: JULY utilizes complex password requirements for accessing retirement plan accounts. JULY enhances security further by requiring multi-factor authentication utilizing a one-time PIN sent to a phone number or email address on record before accessing accounts.
  • Safeguards: JULY monitors login activity and locks accounts after five unsuccessful login attempts. Website sessions are timed out after a period of inactivity.
  • Web Browsing: JULY’s websites use Transport Layer Security/Secure Sockets Layer (TLS/SSL) to help keep your information confidential and encrypted while you interact with our secure websites.
  • Secure Communication: JULY verifies the identify of callers and scans outgoing emails to identify secure information such as Social Security Numbers and encrypts these emails to ensure safe delivery.
  • Trained Staff: JULY’s employees complete security awareness courses to better equip them to identify security risks.
  • Internal Reviews: JULY performs weekly vulnerability scans and quarterly security audits of systems.
  • Independent Audits: JULY completes two independent audits of security and operational controls annually and performs quarterly internal audits of security controls.
  • To Report Possible Fraud: Please contact us at 888.333.5859, Option 1, or email us at distributions@julyservices.com to report possible fraud in your account.

JULY can help you deliver a better client experience. Learn about our plan administration outsourcing and recordkeeping-only services for TPA partners.

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JULY Recordkeeping-Only Services for TPA /Advisor Relationships

If you have a relationship with an advisor or your go-to-market business model bundles plan design and advisory services, JULY can be your independent recordkeeper. Our true open architecture platform offers industry-leading features and user experience to help you differentiate and win. Talk to us to learn more.

Modern, Mobile-Friendly Technology

Access to 20,000 Investments

Multiple Custodian Options

Transparent, Flat Fee Schedule

TPA Fee Payment Options

Revenue Sharing Credits

Plan Administration Outsourcing Services for TPA Partners

Reduce operating costs and improve results.

We created our plan administration outsourcing services to help TPA partners lower costs, improve service, and grow. This unit reflects our decades of industry and process knowledge and experience hiring, training and managing talent. We’re ready to support you.

A Proven Process to Support You

Our credentialed professionals become an extension of your team. Improve operating efficiency while reducing costs.

Expect Quality at Every Step

Our team is dedicated to quality in every work process we touch. It’s about helping you deliver excellence to clients.

Have the Confidence to Grow

You can add to your team as you grow. Confidently compete for more new business, because now you can handle it.

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Are you a Good Fit for Outsourcing?

Are internal admin processes too costly?

Routine plan administration can be expensive to produce. JULY’s TPA partner model is built around a highly efficient work process supported by our U.S. and overseas team. The result is a scalable model that reduces your operating costs and improves quality.

Is staffing a
business risk?

If you are close to capacity with the number of administrators you have or are uncertain about the stability of your workforce, it can be difficult to maintain good operations. JULY’s professional resources can help you reduce risk.

Would you like to grow your business?

When you partner with JULY, you’ll have a reliable team helping you complete plan administration work. With this level of support, you’ll finally have time to invest in marketing and meet with relationship partners to grow your business.

What You Can Expect

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Good to Know

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We log into your system.
Data never leaves your environment.

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We have experience with all major plan administration software systems.

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About our Plan Administration Outsourcing Team

To support software development and outsourcing relationships, JULY established Datapath, a wholly-owned subsidiary in 2006. Located in Dhaka, Bangladesh, the Datapath team has grown to more than 150 professionals, many with ASPPA credentials and years of JULY and industry tenure.

Today, JULY’s Outsourcing Services for TPAs coordinates leadership and team strength from our US and Dhaka offices.

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Contact Support

Sales Questions

888.333.5859, ext. 7420

Existing Client Questions

888.333.5859

Participant Questions

888.333.6315