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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 [email protected] to report possible fraud in your account.

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Grow: Watch These Videos and Webinars

Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry

November 1, 2024

Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry.

401k Marketing | Marketing Across Generations

September 26, 2024

Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations in financial marketing, why leading advisors prioritize digital methods, and discuss effective tactics to communicate across all four generations in today's workforce.

What to Know About PEPs vs. State-Run Plans

August 27, 2024

JULY's COO, Blake Willis, covers some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).

JULY | Franklin Templeton | Voice of the American Workplace

July 26, 2024

Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker.

A Practical Approach to Behavioral Guidance

June 21, 2024

Listen to this webinar to better understand how emotions play into financial decisions and explore solutions to help mitigate behavioral biases.

Exploring JULY’s Tools and Resources for Participants and Advisors

June 6, 2024

JULY offers extensive planning and organizational tools and resources for retirement plan participants and advisors. JULY’s COO, Blake Willis, walks you through some of the ways working with JULY is made easier through our focus on technology and resources.

Two middle age people meeting with financial advisor

JULY | Dimensional Retirement Plan University | Going to Market

May 10, 2024

“Going to Market” closes out the Retirement Plan University webinar series. This session provides perspectives on prospecting, pitching, and closing retirement plan opportunities.

Older financial professional woman working on laptop

JULY | Dimensional Retirement Plan University | DC Plan Foundations & Defining Your Solutions

May 3, 2024

DC Plan Foundations & Defining Your Solution” is the first of our two-part series with Dimensional Fund Advisors. This session focuses on providing advisors with a solid foundation of basic retirement plan knowledge and terminology and helps advisors develop a retirement plan offering that will differentiate themselves in the marketplace.

Advisor pointing at presentation in front of coworkers

Cash Balance Plan Marketing and Prospecting

April 25, 2024

Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.

Mastering the Boardroom | Strategies for Conducting Effective Retirement Plan Committee Meetings

March 29, 2024

Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.

Woman recording video on her laptop with headset on

JULY & GSM | Yes, You Can Do Video – And You Should!

February 28, 2024

Alan Gross with GSM shares helpful considerations when adding video to your advisory practice marketing mix.

Man holding magnifying glass reviewing documents

JULY’s Secure 2.0 Decoded

January 31, 2024

JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.

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Latest News and Resources

Annual Contribution Limits for 2025

November 4, 2024

ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.

Important Sales Deadlines Are Nearing

October 24, 2024

JULY has established key dates to guarantee plan setup during our peak season. These deadlines are intended to ensure we uphold service quality and meet enrollment commitments and regulatory deadlines.

State of PEPs: Q&A with Theresa Conti

August 16, 2024

With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.

Understanding the Unique Retirement Savings Challenges Women Face

July 26, 2024

When we talk about how to increase 401(k) participation for women, we are really talking about why women need to save “differently” for retirement. For anyone, the considerations of how much money will be needed in retirement equates to how much can be saved and how long they may be in retirement.

Mid-Year Conversion of a SIMPLE IRA to a 401(k)

February 15, 2024

Secure 2.0 had many changes to retirement plans. Another one that we need to talk about is the option to terminate a SIMPLE plan mid-year if we adopt a Safe Harbor plan to replace it.

Related Groups under Common Control

February 12, 2024

The related group rules apply when determining the ownership of entities and when those entities must be grouped together and treated as one employer for qualified plan purposes.

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