Resources / Webinars
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Advisor Webinars
Browse the webinar library to learn at your leisure.
Cash Balance Plan Marketing and Prospecting
March 27, 2025
Learn how to best position and sell cash balance plans to plan sponsors
Washington Update with ERISA Expert Brad Campbell
March 4, 2025
Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025.
SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients
January 31, 2025
While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through…
Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry
November 1, 2024
Listen in as a diverse group of female leaders…
401k Marketing | Marketing Across Generations
September 26, 2024
Rebecca Hourihan with 401(k) Marketing joins JULY to explore recent transformations…
JULY | Franklin Templeton | Voice of the American Workplace
July 26, 2024
Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour…
A Practical Approach to Behavioral Guidance
June 21, 2024
Listen to this webinar to better understand how emotions play…
Exploring JULY’s Tools and Resources for Participants and Advisors
June 6, 2024
JULY offers extensive planning and organizational tools and resources for retirement plan participants and advisors…
JULY | Dimensional Retirement Plan University | Going to Market
May 10, 2024
“Going to Market” closes out the Retirement Plan University webinar series…
JULY | Dimensional Retirement Plan University | DC Plan Foundations & Defining Your Solutions
May 3, 2024
“DC Plan Foundations & Defining Your Solution” is the first of our two-part series…
Access Brochures and Marketing Collateral
Latest Insights for Advisors
Cash Balance Brochure
Cash Balance Plans are a type of qualified retirement plan that can allow business owners and highly compensated…
SOLO401k Brochure
With a Solo 401k, sole proprietors and other owner only businesses can take advantage of the features of a 401(k) plan…
Custom401k Brochure
Custom401k is a modern solution for businesses (up to 250 eligible employees) seeking a tailor-made 401k benefit with…