The My Dashboard provides a summarized view of a participant’s account and projected retirement income. The dashboard is interactive making it easy for participants to manage their account.
With the myFuture Retirement Tool, employees can set and track retirement goals and see progress along the way. They can also perform detailed retirement planning, including preparing a retirement income budget, capturing outside assets, and producing a detailed retirement analysis report.
Responsive, Mobile Technology
The Participant Website is a fully responsive html technology making it friendly for mobile devices and tablets, including iOS and Android.
View My Portfolio
The My Dashboard includes a “My Portfolio” section showing a summary of participant investments. Participants can also see recent account activity and simple, easy-to-read retirement planning tips.
Participants can view and research information on each investment option, including links to a detailed fund fact sheet and seeing an online prospectus.
Employers can elect to allow participants to manage contributions elections online. With this option, JULY will provide data files with new elections for updating payroll information.
Participants can manage their portfolio, including updating elections, moving money between investments, changing contributions, and rebalancing their portfolio. With the rebalance option, participants can perform one-time or recurring rebalances.
A participant can easily rebalance their portfolio by setting a recurring rebalance transaction that runs automatically on designated intervals or they can conform to current investment elections or a chosen target.
Request Loans and Distributions
Our online loan and distribution process streamlines plan administration and makes it easier on the employer and plan participants. Configuration options are flexible to meet employers goals.
Personal Rate of Return
Participants can view their personal rate of return over a specified date range and can do so for their entire portfolio or a single investment.
View Transaction History
Participants can see detailed transaction history for a specified period and can filter by all investments and contribution sources or for specific investments and sources.
Detailed participant statements are automatically posted to the participant website promptly after each quarter. Participants can elect to receive paper statements or “go green” with our eStatement option.
Balances are updated daily
Access via your PC, mobile phone, or tablet device
View your balance, see transactions, and change or rebalance investments
Download quarterly statements and view your personal rate of return