It’s Easy to Manage Your JULY IRA
We’re here to make it easy for you to save for your retirement.
Choosing Your Investment Strategy
When your account is set up, you can choose between three strategies to manage your investments:
Keep the Lincoln Stable Value Fund
This is the default investment for your account. No action is required if you wish to retain this investment.
Manage Your Own Investments
You have access to a broad menu of investment choices professionally selected by top money managers.
To change your current investment:
- Select “Change Investment Strategy”
- Under the Manage tab on the top navigation bar
- Then, click on the “I will choose my own allocation” icon
Get Professional Investment Advice
You have access to online professional investment advice services – with no additional fees.
To access investment advice resources:
- Select “Change Investment Strategy”
- Under the Manage tab on the top navigation bar
- Then, click “Get Advice”
Log in to your JULY IRA:
View Your Balance
Manage Your Investments
Make Contributions
Rollover to Another IRA
Withdraw Money
Rollover to Another Employer Plan
We’re happy to help. Call us.
If you need help or have questions, please call Participant Services at 855.610.5686. Reach us Monday through Friday from 7:00 AM to 6:30 PM CST.
