Modern, Intuitive, Simple.
Managing your 401k has never been easier!
Employee Website
Click below to see some of the features of the plan website for employees.
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ENROLL ONLINE
Elect contribution percentages and make investment elections.
PLAN AND TRACK GOALS
REQUEST WITHDRAWALS
Request termination, hardship, or in-service withdrawals.
MANAGE ACCOUNT
Make changes, view transactions, and access statements.
Employer Website
Employers have their own website to view information and print reports.
VIEW BALANCES
View plan balances by investment and contribution source.
SEARCH EMPLOYEES
Search employees and view detailed account information.
PRINT REPORTS
Run on-demand and pre-printed plan reports.
VIEW TRANSACTIONS
View contribution, dividend, and other types of transactions.
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Payroll Integration
Streamline with JULY’s Payroll PilotTM
To fulfill our fiduciary responsibility and simplify plan processing, you gain access to Payroll PilotTM which includes the following features:
Payroll Integration
Save time and streamline contribution and data submission by integrating your 401k and payroll provider.
Payroll Monitoring
Prevent penalties and interest from late 401k deposits with our late payroll reminders tailored to your preferences.
Payroll Validation
Ensure participant elections are implemented accurately over 23 data integrity rules catch common data issues.