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