We provide Enrollment Workbooks to help you plan for a secure future and to have a meaningful retirement. These workbooks describe the benefits of saving through your company's retirement program and help you decide how much to save. The workbooks also guide you in choosing the investments that are right for you. Ask your employer to provide you with an Enrollment Workbook so you can get started working on your secure retirement today.

After you begin saving in your company's plan, you will have convenient access to manage your account the way you choose. If you have internet access, you can logon to our secure website and obtain account balances, print reports, and make changes to your investments. You can also manage your account through a toll-free automated telephone system or get help from a live operator. If your retirement plan is with July, we provide you flexible access to manage your account.

Some employers choose to offer investment advice through one of our financial partners. If your plan offers this service, you get professional advice on how much you should save and which investments are best for you. This service helps take the guess-work out of managing your account and increases your chances of meeting your retirement goals.

If your plan is with July, you will receive ongoing support in helping you meet your goals and in managing your account. Because we always work with a professional financial consultant, you have access to an expert to help guide your investment decisions along the way. Our friendly staff can always help you with account access and other administrative services.