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Welcome Plan Participants

JULY provides a full range of retirement plan services to help employees understand their retirement needs, develop a plan to achieve their goals, and create retirement security.

Enrollment Support

We provide Enrollment Workbooks to help you plan for a secure future and to have a meaningful retirement. These workbooks explain why and how much you should save through your company's retirement program.  The workbooks also help you make smart investment choices. 

Web Access

If your employer's retirement plan is with JULY, we provide you convenient, flexible access your account. If you have internet access, you can log on to our secure website and obtain account balances, print reports, and make changes to your investments.

Online Investment Advice

Some employers offer investment advice through one of our financial partners.  If your plan offers this service, our professional partners can advise you on how much and which investments would work best for you. This service helps take the guess-work out of managing your account and help you meet your retirement goals.

Ongoing Support

At JULY, we provide ongoing support to help you manage your account and meet your retirement goals. You have access to professional financial experts to guide your investment decisions.  And, our friendly staff can always help you with account access and other administrative services.

JULY 401k iPhone App
JULY 401k iPhone App

Download our free JULY 401k app that will allow you to access balances and Information on your plan. This app also includes a retirement calculator and answers many common questions about saving for retirement.

Download JULY 401k iPhone App Download JULY 401k Android App
View All FAQ

1. Website - What is available on the plan’s website?
Your plan’s website provides detailed information about your account and allows you to make changes. You can get information about your balance, investment options, see past transactions, and see copies of your participant statements.... Learn more 2. Website – How do I access my plan’s website?
Most retirement platforms provide you a website where you can manage your retirement account.  If your account is on the JULY Retirement Platform go to: For User ID / Password:   888-333-5859,... Learn more 3. Technical Support – How do I get technical support?
Contact our toll-free participant help line from 8:15 a.m. to 5:15 p.m. Central Time at (888) 333-5859 and choose Option 1. Our team is standing by to help you.  You may also email us at Learn more 4. Benefits of Plan - How does a 401(k) plan work and why I should participate?
A 401(k) is a plan that allows you to defer some of your pre-tax income towards retirement savings. If your company has adopted a 401(k) plan, you may participate when you meet the plan’s eligibility requirements. These requirements... Learn more
Web Access
If your plan is on the JULY Retirement Platform, you have access to a full-featured plan website... Learn more
Quarterly Statements
If your plan is on the JULY Retirement Platform, you will receive quarterly account statements... Learn more
Technical Support
The JULY participant support team is standing by to help you with questions about your plan. ... Learn more
For Participant Assistance call 888.333.5859, Option 1

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