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November 5th, 3:00 pm CT

JULY | Northwestern Mutual | Cash Balance Plans | Who to Target and How to Win Them

Advisor Webinars

Browse the webinar library to learn at your leisure.

Cash Balance Plans | Who to Target and How to Win Them

November 2, 2026

Discover the best strategies for positioning and selling cash balance plans to plan sponsors. Join Matt Bravo, VP of Actuarial Services at JULY, as he simplifies complex concepts with clarity and enthusiasm. Matt will leave you informed, confident, and ready to expand your practice.

Small Plan Opportunities: PEPs, State-Run Plans, and More

September 30, 2026

Small plans are a growing piece of the market, and advisors who understand the full range of options have an edge. Join JULY’s AVP of Sales, Brian Smith, for a 60-minute webinar covering small plan solutions including Pooled Employer Plans (PEPs), state-run program requirements, and how to talk through it all with prospects.

SECURE 2.0 in 2026–2027: What Advisors Need to Know (and Do)

January 29, 2026

SECURE 2.0 is entering its most transformative phase. In this advisor-focused webinar, JULY COO Blake Willis breaks down the key changes taking effect in 2026 and 2027, including Roth catch-up mandates, expanded limits, the Saver’s Match, paper statement requirements, and critical plan amendment deadlines.

Panel Discussion on Enhancing Participant Engagement

June 27, 2025

Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.

Best Practices for Pricing Retirement Plan Services

May 29, 2025

Gain valuable insights into optimizing retirement plan pricing with this on-demand session, led by JULY’s COO, Blake Willis. Our panel of experts explores the essential elements of retirement plan fees, including administrative, recordkeeping, advisory, and custodial costs, while addressing the roles of plan sponsors and advisors in managing these expenses effectively.