Getting Started

It’s easy to get started with Launch401k. Below are the steps to set up your plan.


 
 
STEP DETAILS DAY

Setup Form

JULY will assist with completing online setup forms and electronically signing agreements.

1

Kick-Off Call

After completing the online setup form, a call will be held with JULY to coordinate remaining steps.

3

Enrollment

JULY prepares materials and coordinates online enrollment with your advisor.

14

Training

JULY trains the employer on the plan website.

21

Configure Payroll

After participants make elections, JULY helps configure payroll to begin funding contributions.

21

Deposit Contributions

JULY will coordinate the first payroll and ensure contributions are funded to the plan.

25

Go-Live

JULY will provide participant instructions for web access.

30