Participant Services

The JULY Platform includes the tools and services to enable your employees plan and reach their retirement goals.

Enrollment Services

Our enrollment services support and augment those provided by your financial advisor and include the following:

  • Enrollment Kits - We provide easy-to-read Enrollment Kits complete with educational information, planning tools, investment details, and enrollment forms.
  • Enrollment Presentations - Enrollment Kits are supported by Enrollment Presentations that can be used by your advisor to enroll and educate employees.
  • Employee Notices - We prepare all required employee notices, including Blackout, QDIA, Fee Disclosure, and other required participant notices.

Education and Planning Tools

In addition to the educational and planning tools available in our Enrollment Kits, we provide the following additional tools to help employees stay on course:

  • Retirement Calculators - Our calculators help employees stay on course by comparing existing balances to the targets needed to achieve retirement goals.  Our calculators alert participants when they are off course and suggest correction action, if needed.
  • Participant Statements - We provide quarterly participant statements to help keep participants informed about their retirement account.
  • Employee Newsletters - Our quarterly employee newsletter is posted on the Employee Website and provides information to help employees understand the principles of successful retirement saving.
  • Investment Research - The Employee Website includes detailed Fund Fact Sheets to help participants make informed decisions regarding their investment selections.

Participant Advice and Guidance

You and your advisor can choose to offer employees an online investment Guidance and Advice engine through Mastery POINT Financial Technologies.  This online tool is integrated into JULY's Record Keeping Platform and helps participants make informed decisions about their investment selection.  It also helps you fulfill your fiduciary duties.

Participant Support Team

The JULY Participant Support Team provides phone support to your participants from 8:15 A.M. to 5:15 P.M. Central Time.  Our team can assist participants with the following:

  • Support for the Employee Website
  • Help Understanding Quarterly Statements
  • Assistance Taking Distributions and Loans
  • General Questions about Plan Eligibility and Features


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