Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.[+] Learn more
If your plan is on the JULY Retirement Platform, you have access to a full-featured plan website and a mobile website where you can plan your retirement and manage your account. With the JULY website you can perform the following functions:
You can also access your account via a mobile version of the website. With the mobile Web, you can currently check details of your account balance and see historical information about your account.
Your plan’s website provides detailed information about your account and allows you to make changes. You can get information about your balance, investment options, see past transactions, and see copies of your participant statements. You can also make changes to your account, including transferring money between investments and choosing how future contributions are invested.Learn more 2. Website – How do I access my plan’s website?
Most retirement platforms provide you a website where you can manage your retirement account. If your account is on the JULY Retirement Platform go to:
If your retirement plan is on a non-JULY platform such as John Hancock, The Hartford, American Funds, or another provider, contact your Human Resources Department for information on accessing your account.Learn more