Resources for Plan Participants

July Business Systems provides a full range of retirement plan services to help participants understand their retirement needs and develop a plan to achieve their goals.

Retirement Calculators
Calculators provided to help you plan to meet your retirement goals.

Frequently Asked Questions
Our FAQ's may help you understand a little more about how retirement plans like yours work.

Glossary
Our glossary can help you understand an unfamiliar investment term.

Account Access Flyer
Download a handy one-pager providing participant-level account access details.
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Managing Your Plan to Minimize Top-Heavy Issues
January 10, 2017

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


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