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Your experience and satisfaction matters. We strive to provide the best service we can to our customers and want to know how we can improve. Please provide your feedback if we've missed the mark or tell us what we have done right. Feel free to ask questions, too.
For Existing Plan Sponsors Or Plan Participants:
Reminder: We have transitioned account administration to July Business Services (JULY). Please contact JULY Business Services at 888.333.6315. Hours are Monday through Friday, from 7:00 a.m. to 6:00 p.m. Central Time.
Monday – Friday:
7:00 a.m. – 6:00 p.m. (CT)
Toll Free:
888.333.6315
Retirement Plan Services are offered through UMB Bank, n.a. Products offered through Retirement Plan Services are: Not FDIC insured • No Bank Guaranteed • May Lose Value