Save to Retire
is a web platform designed to help individuals plan and achieve their retirement goals. The platform offers a user-friendly interface that allows users to create and manage a customized retirement plan. With its sophisticated financial tools, users can track their savings progress, estimate future expenses, and evaluate their retirement readiness.
The platform also provides valuable information and resources to help users make informed decisions about their retirement planning, including investment strategies, tax planning, and Social Security benefits. "Save to Retire" empowers users to take control of their financial future and achieve their dreams of a comfortable retirement. Whether you are just starting to save or are closer to retirement, this platform is the ideal solution for anyone looking to plan, save, and retire with confidence.
Please visit your plan’s login website for accessing your retirement account or enrolling in your company’s retirement plan.
Privacy Policy
Introduction
July Business Services (JULY) recognizes your concerns about your privacy and the use of your personal information. Because protecting your personal information is important to us, JULY has adopted this privacy policy regarding how your personal information is shared and maintained. This applies to current and former clients of JULY.
Collection and Use of Personal Information
Personal information is identifiable information such as your name, address, email address, phone number or social security number and other information that is not otherwise publicly available. JULY collects relevant client information that is allowed or required by law for conducting our business. Personal information we receive from you on account applications or other forms is used strictly to administer your accounts and to provide you with the best possible service.
Sharing of Information
JULY may share information for conducting regular course of business that may include the plan custodian, investment companies or other third parties of JULY. Your information may also be shared among JULY employees in order to provide needed services. JULY may use your information in marketing its own products and services; however, JULY will not share or sell your information for the purposes of marketing or mailing lists to other companies. Protecting the Confidentiality of Your Personal Information All JULY employees are instructed to use strict standards of care and sound judgment regarding your confidential information, as outlined by company policies. Employees who do not adhere to said policies will be subject to strict disciplinary action. We maintain physical, electronic and procedural safeguards that comply with applicable laws, in order to protect your personal information. Each year these security controls are independently audited according to the SOC 1 standards to ensure their effectiveness. Online Privacy JULY understands that keeping your information secure online is important to you, and we are committed to keeping your personal information secure and private. Our Security Procedures and Tools Include: Information sent to and from the client’s online account is protected through the use of Secure Sockets Layer technology. This technology prevents unauthorized users from viewing your personal information online. You will have a user name and confidential password in order to access your online account. We recommend you change your password periodically. Access to client accounts is limited to authorized JULY employees or authorized individuals related to the account as determined at time the account is setup. Client Communications In order to help you reduce the risk of becoming a victim of an email scam, it is important for you to understand what JULY may request via email. We may email you about new site features or important updates. However, we will never send you an email asking you to update or verify sensitive information, including your account number(s), Social Security Number, PIN number, password, etc. If you receive an email asking you for sensitive JULY information
Terms of Use
If you continue to browse and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern July Business Services’ relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website.
The term “July Business Services” or “us” or “we” refers to the owner of the website whose registered office is P.O. Box 2208, Waco, Texas 76703. The term “you” refers to the user or viewer of our website.
The use of this website is subject to the following terms of use:
The content of the pages of this website is for your general information and use only. It is subject to change without notice.
Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website or any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.
Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services or information available through this website meet your specific requirements.
This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.
All trademarks reproduced in this website which are not the property of, or licensed to, the operator are acknowledged on the website.
Unauthorized use of this website may give rise to a claim for damages and/or be a criminal offense.
From time to time this website may also include links to other websites. These links are provided for your convenience to provide further information. They do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).