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401Kontrol
Daily Valuation Recordkeeping
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July offers a fully bundled retirement recordkeeping service called 401Kontrol. Through this system we provide the following services. |
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Diversified Investments
Access to hundreds of mutual funds allowing you and your financial advisor to build a diversified investment portfolio for your participants. |
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Automated Recordkeeping
Participant accounts are accessible 24 hours a day via our fully automated internet site that includes online enrollments, online loan modeling, and automatic rebalance transactions. |
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Administration Services
Plan administration services are provided by a dedicated consultant, including eligibilty tracking, distribution and loan processing, compliance testing, and tax reporting. |
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Comprehensive Participant Services
We offer a host of participant services, including enrollment workbooks, online access to Morningstar Reports, newsletters. |
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MORE INFORMATION
Click below to learn more about our fully bundled recordkeeping service.
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