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Investment Options
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With the July SOLO 401(k) Plan, you and your investment advisor have the freedom to choose the investment portfolio that is right for you. Your advisor will help you select from a wide choice of mutual fund investment options, including funds from top money managers.
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What Investments are Allowed?
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| Through our mutual fund family and trading partners, we make available an extensive list of mutual funds covering every major asset category and investment style. Below are some of the fund families available.
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American Funds |
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AIM |
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American Century |
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Franklin Templeton |
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Munder |
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Pioneer |
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Van Kampen |
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YOUR ADVISOR
July works closely with your financial advisor to setup and operate your plan. We provide the administrative services, and your advisor helps to build your retirement portfolio.
PLAN COMPARISON
How does a SOLO 401(k) Plan compare to other plans for small businesses?
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