- Prime Interest Rate Lowered to 3.25%
- JULY promotes Blake Willis to serve as Chief Operating Officer
- JULY partners with Stadion to offer enhanced participant managed account solution. Read more...
- The passing of the SECURE Act is good news for many Plan Sponsors starting a retirement plan or adopting automatic enrollment.
- Learn about the changes and relief the CARES Act provides for retirement plan participants.
Plan Documents
JULY offers comprehensive plan documents prepared by experienced ERISA consultants. Our capabilities include:
Pre-Approved Plans
Our plans are established using IRS pre-approved plan documents written and maintained by top ERISA attorneys. Options include standardized and non-standardized prototypes documents.Notices and Forms
Documents include required participant notices and other administrative forms, including Summary Plan Descriptions, Loan Policies, QDRO Policies, and others as required.Ongoing Maintenance
We keep your plan document up-to-date as retirement plan and related ERISA laws change or as required because of changes to your business or retirement plan goals.Document Care
Our Document Care Solution, bundles plan document maintenance costs into a fixed-fee package designed to minimize unbudgeted expenses and lower the cost of maintaining your plan. Download Fact Sheet Unlimited Changes – Receive unlimited plan changes, including both legislative and client-requested amendments.
Legislative Amendments – No extra costs for IRS-mandated amendments resulting from new legislation or regulations.
Plan Restatements – No additional charges for mandatory plan restatements (generally every 6 years).