Services for Your Plan
Services for Your Plan
Prompt, Proactive, Professional.
Dedicated support from certified 401k experts
With Launch401k you receive support from your own dedicated, certified 401k service representative. No call centers, wait times, or hassles – a live person with the expertise to help when you need it most.1
1JULY CSMs have attained or are attaining their Qualified 401(k) Administrator certification, or higher level, from the American Society of Pension Professionals & Actuaries.
Dedicated Client Service Manager
Participant Support (Toll-Free and Chat)
Proactive Plan Fiduciaries
We Do It for You1
With 3(16) fiduciary services you receive comprehensive plan management to reduce your workload and minimize liability. Our expert team does the work and keeps you informed.
Prepare the Plan Document / Sign Amendments2
Oversee Plan Vendors / Approve Invoices3
Calculate / Track Plan Eligibility
Calculate Employer Contributions / Forfeitures
Track Contributions / Manage Census Data
Prepare and Sign Form 5500
Manage / Approve Distributions and Loans
Prepare Annual Census File
Mail Participant Materials / Notices4
1Launch401k requires the use of one of our integrated payroll partners. Alternatively, the employer can provide us with a comprehensive payroll file each pay period.
2The employer signs and adopts the initial plan as the Named Plan Fiduciary and appoints JULY as Administrative Fiduciary. JULY signs subsequent amendments needed.
3Service includes selection and monitoring of IRA rollover provider and 3(38) investment fiduciary.
4Service includes providing the plan sponsor initial enrollment materials and notices. Ongoing electronic material and notice delivery to the plan sponsor for distribution is also included.
Your Investment Advisor
Enrollment, education and your plan’s quarterback
Your local investment advisor plays an essential role in maximizing the value of your plan. They help enroll and educate participants, review investment reports, and provide overall plan support.
Your investment advisor will help with initial and ongoing enrollment of employees and will tailor services and meetings to the needs of your workforce.
Your investment advisor will educate your employees about the importance of savings, the benefits of the 401k plan, and help create strategies for success.
Your investment advisor serves as the plan’s quarterback, participating in plan reviews, monitoring employees’ retirement readiness, and recommending changes along the way.
Services for Your Employees
Launch401k includes the services, support, and technology your participants need to create effective savings plans and manage their accounts.
JULY provides toll-free and chat support for employee questions about plan features, technology, and taking disbursements or loans. Live support is available 8:15 AM to 5:15 PM, Central Time.
Participants receive quarterly statements that are automatically posted to the plan website showing their account balances, investment details, transaction summary, and rate of return for the quarter.
Participant’s have 24-hour, on-demand access to the plan website to manage their account, print statements, make changes to their elections, request distributions or loans, or plan their savings needs.
It’s easy to get started with Launch401k. Below are the steps to set up your plan.
||JULY will assist with completing online setup forms and electronically signing agreements.
||After completing the online setup form, a call will be held with JULY to coordinate remaining steps.
||JULY prepares materials and coordinates online enrollment with your advisor.
||JULY trains the employer on the plan website.
||After participants make elections, JULY helps configure payroll to begin funding contributions.
||JULY will coordinate the first payroll and ensure contributions are funded to the plan.
||JULY will provide participant instructions for web access.