Payroll Pilot

We’re making your retirement plan run even better.

One of the most important ways JULY makes 401k plans run more easily is by integrating the payroll process. Our Payroll Pilot program integrates with many leading vendors across the country.

The service includes payroll monitoring to prevent late deposits (and the penalties that come with contributions not made timely) and a robust validation process that makes more than 20 essential checks to ensure correct processing of participant elections.

One of the most important ways JULY makes 401k plans run more easily is by integrating the payroll process. Our Payroll Pilot program integrates with many leading vendors across the country.

The service includes payroll monitoring to prevent late deposits (and the penalties that come with contributions not made timely) and a robust validation process that makes more than 20 essential checks to ensure correct processing of participant elections.

One Way or Roundtrip Automation

Integrations that automate data from the payroll provider to JULY are 180^o. They provide essential information to make sure that retirement plan processes run smoothly and on time. Integrations with payroll companies that also handle updates to things like contributions and allocations are called 360^o. JULY’s Payroll Pilot supports both 180^o and 360^o partners.

One Way or Roundtrip Automation

Integrations that automate data from the payroll provider to JULY are 180^o. They provide essential information to make sure that retirement plan processes run smoothly and on time. Integrations with payroll companies that also handle updates to things like contributions and allocations are called 360^o. JULY’s Payroll Pilot supports both 180^o and 360^o partners.

Payroll Vendor Search

Search our comprehensive database of payroll vendors to discover integration capabilities including 180° and 360° integration support for seamless retirement plan management.

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Payroll Company	Integration Provider	180 Integration	360 Integration

Payroll Pilot 180

180^o payroll integrations are one direction, sending employee plan contribution data to JULY. Payroll Pilot 180 services include managing contributions and deposits, enrolling newly eligible participants, and starting the distribution process for terminated participants. Employee contribution changes made on our site must be communicated manually back to the payroll system.

Payroll Pilot 360

In addition to the services included in Payroll Pilot 180°, using Payroll Pilot 360° integration increases efficiency and assists employers with meeting the fiduciary responsibility to remit timely employee contributions. It also assists with providing current employee election and census information to update accounts, facilitate participant transactions, and annual compliance testing. Employee contribution changes are remitted directly to the payroll service provider. 360° integration also includes preparing your year-end census file.

How it works:

From Your Payroll Provider to JULY: Each pay period your payroll company sends JULY a payroll file including employee census, wages, deferrals (contribution amount), match, and loan payments as well as year-to-date totals while you receive confirmation emails along the way.
From JULY to Your Payroll Provider: Available with 360 Integration
When employees change their salary deferral elections on the JULY website, we will update your payroll system with those changes.

Learn More About Payroll Integration

What if my payroll vendor is not listed?

Talk to us. We’re actively adding new vendor relationships. If yours is not yet integrated, you can still work with us by providing a comprehensive payroll file each pay period.

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