News & Events
Prime Interest Rate Lowered to 3.25%
JULY promotes Blake Willis to serve as Chief Operating Officer
JULY partners with Stadion to offer enhanced participant managed account solution. Read more...
The passing of the SECURE Act is good news for many Plan Sponsors starting a retirement plan or adopting automatic enrollment.
Learn about the changes and relief the CARES Act provides for retirement plan participants.
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Home
About Us
About Us
About JULY
Our Philosophy
Our History
Our Team
Careers
Contact Us
News & Events
News and Media
Webinars
Newsletters
Advisors
Advisors
Services
Advisor Home
The JULY Platform
Sales Support
Plan Types
Owner Only Plans
Resources
Partner Tools & Resources
Annual Plan Limits
Compliance Calendar
Forms
Newsletters
Employers
Employers
Services
Employer Home
Plan Administration
The JULY Platform
Payroll Services
Plan Types
Owner Only Plans
Resources
Compliance Calendar
Reference and Learning
Forms
Annual Plan Limits
Newsletters
Participants
Participants
Services
Participant Home
Enrollment and Planning
Account Access
Quarterly Statements
Newsletters
Resources
FAQs
Glossary
Calculators
Reference and Learning
Forms
Contact Us
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TPAs
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TPA Home
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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
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