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Handshake  The JULY Platform

 
 

JULY offers TPAs access to 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.

 
True Open Architecture
Modern Platform Built for Today’s Fiduciary Environment
Transparent, Flat Fee Schedule
No Wrap Charges or Hidden Fees
CEFEX Certified, SSAE 16 Audited
Committed to Quality
Access to 20,000 Investments
ETFs, Institutional Shares, Lowest-Cost Share Classes
Revenue Sharing Credits
Offset Fees with Revenue Sharing
 

Modern Technology Interface

Our recordkeeping technology includes an intuitive, friendly user interface for participants, employers, TPAs, 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, Comprehensive Features

We offer a flexible, friendly support model to meet the unique needs of advisors, employers, TPAs, and participants. Choose from multiple custodian options, flexible advisor and TPA compensation models, and select the best fiduciary option that meets your needs.

 

Participant Communication

We provide easy-to-read materials to help communicate plan details to participants, including enrollment kits, participant statements, and quarterly newsletters.