Reference and Learning

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.

Getting Started

Life Lessons: Saving While You’re Young

Top Five Things Your Retirement Plan Offers

Mid Career

Catch-up Contributions — Making Up for Lost Time

Energize Your Retirement Investing

Give Your Retirement Savings a Lift

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

Say “Yes” to Saving More

Nearing Retirement

Catch-up Contributions — Making Up for Lost Time

Life Lessons: Countdown to Retirement:

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

Savings Tips and Traps

Can You Contribute More?

Check This Out!

Considering a Roth 401(k)

Don’t Take the Money and Run