How It Works

Leave complicated behind. Your new easy 401k plan is right here.

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How We Get Started

We’ll meet with you and your advisor to learn about your company and understand your benefit needs and goals. Together, we’ll make sure you have a plan that optimizes your potential for success.

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Payroll Integration

Essential data connects to your retirement plan through payroll. That’s why we’ve automated and streamlined the process by integrating with dozens of leading payroll providers.

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Fiduciary Services

Retirement plans can provide great benefits, but they also come with administrative and compliance overhead that can be challenging. Rest easy knowing we’re handling the large and small details to minimize your work and liability.

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Managing Your Plan

Your JULY client service manager can help with all aspects of your plan and is here to help you be successful. And with our latest technology, you’ll always have easy access to plan information to help you keep your plan on track.

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Are you looking to start a new plan or get more out of the plan you have?

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Financial Advisor with client

Whether you need a plan for owners only or one that supports the savings path of hundreds of employees, we’re ready to help.

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It’s easy to get started!

We meet with you and your advisor to understand your company and goals.

Together, we match you to a plan that fits you now and that can grow with you.

We do the heavy lifting and sweat the details so you don't have to.