• Start Your Plan
  • For Employees
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Employers
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Advisors
    • Login
    • News
    • Webinars
    • Cash Balance
    • Calculators
    • Launch401k PEP
    • Videos
  • Contact
  • Login
    • Participants
    • Employers
    • Advisors
    • TPAs
July Logo
  • How It Works
  • Clear Pricing
  • Your JULY Team
    • How We Got Here
    • We Live Our Values
    • JULY Leadership
    • Sales Consulting Team
    • Careers
  • News
  • Insights
    • For Employers
    • For Advisors
  • Partners
    • TPAs
July Logo
  • How It Works
  • Clear Pricing
  • Your JULY Team
    • How We Got Here
    • We Live Our Values
    • JULY Leadership
    • Sales Consulting Team
    • Careers
  • News
  • Insights
  • Start Your Plan
  • For Employees
    • Start Here
    • Calculators
    • FAQs
    • Glossary
  • For Employers
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Advisors
    • Login
    • News
    • Webinars
    • Cash Balance
    • Calculators
    • Launch401k PEP
  • Contact Us
  • Login
    • Employees
    • Employers
    • Advisors
    • TPAs
  • Partners
    • Advisors
    • TPAs

New Here?

We do our best to make retirement planning simple and easy. The library below contains short, easy-to-read documents to help you learn about technical topics and optional services provided by JULY.

Welcome illustration
background Image

Getting Started

Life Lessons: Saving While You're Young

Top 5 Things Your Retirement Plan Offers

Mid Career

Catch-Up Contributions - Making Up For Lost Time

Life Lessons: Don't Have a Mid-career Savings Crisis

Energize Your Retirement Investing

Say Yes to Saving More

Give Your Retirement Savings a Lift

Nearing Retirement

Catch-Up Contributions - Making Up For Lost Time

Life Lessons: Don't Have a Mid-career Savings Crisis

Life Lesson: Countdown to Retirement

Say Yes to Saving More

Borrowing from Your 401(k) Plan - The Good, The Bad, and The Ugly

Savings Tips and Tricks

Can You Contribute More?

Don't Take the Money and Run

Check This Out!

Considering a ROTH 401(k)

JULY is 500 professionals dedicated to the idea that it’s important to help people create financial security in retirement.
Learn how “we live our values.“

July Business Services includes the following affiliated companies:  Expand Financial, LLC., a SEC Registered Investment Advisor.

Privacy Policy | Terms of Use

July Logo White

©2023 July Business Services | Website Design by GSM Marketing