Modern, Intuitive, Simple.

Managing your 401k has never been easier!

Person with headset on laptop

Employee Website

Click below to see some of the features of the plan website for employees.

See a summary of a participant’s account and projected retirement income.

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ENROLL ONLINE

Elect contribution percentages and make investment elections.

PLAN AND TRACK GOALS

Participants can plan and track retirement income goals.

REQUEST WITHDRAWALS

Request termination, hardship, or in-service withdrawals.

MANAGE ACCOUNT

Make changes, view transactions, and access statements.

Employer Website

Employers have their own website to view information and print reports.

VIEW BALANCES

View plan balances by investment and contribution source.

SEARCH EMPLOYEES

Search employees and view detailed account information.

PRINT REPORTS

Run on-demand and pre-printed plan reports.

VIEW TRANSACTIONS

View contribution, dividend, and other types of transactions.

View balances by investment and source on the Plan Dashboard.

Click for Details

Payroll Integration

Streamline with JULY’s Payroll PilotTM

To fulfill our fiduciary responsibility and simplify plan processing, you gain access to Payroll PilotTM which includes the following features:

Payroll Integration

Save time and streamline contribution and data submission by integrating your 401k and payroll provider.

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Payroll Monitoring

Prevent penalties and interest from late 401k deposits with our late payroll reminders tailored to your preferences.

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Payroll Validation

Ensure participant elections are implemented accurately over 23 data integrity rules catch common data issues.

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