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401Kontrol
Getting Started
To setup a plan for your company, please follow the steps below. Please please contact us at any time if you would like to talk with one of our sales consultants. |
| STEP 1: Click here to request a proposal
The first step is to provide us with important information about your company and your goals. Complete this form thoroughly as all information is important.
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STEP 2: Discuss with July Consultant
After completing the proposal request form, you will be contacted by a July Plan Design Consultant to discuss your goals. This is an important step as it helps us setup your plan according to your goals.
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| STEP 3: Gather Employee Data
After discussing your goals with us, you may need to gather and send us employee census data. The accuracy of this data is very important as it directly affects contributions to emipoyees. Your July Consultant will discuss this information in more detail.
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RESOURCE CENTER
Click the links below for more topics from our Resource Center.
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