• JULY Main Site
  • Services
  • Technology
  • Resources/Webinars
  • Services
  • Technology
  • Plan Investments
  • Resources/Webinars
Small Plan Opportunities: PEPs, State-Run Plans, and More

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

by Brandon Vehrs | Oct 1, 2026 | Webinars

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...

Recent Posts

  • Cash Balance Plans | Who to Target and How to Win Them
  • Small Plan Opportunities: PEPs, State-Run Plans, and More
  • SECURE 2.0 in 2026–2027: What Advisors Need to Know (and Do)
  • Panel Discussion on Enhancing Participant Engagement
  • Best Practices for Pricing Retirement Plan Services

Recent Comments

No comments to show.
  • Get Started with JULY
  • Frequently Asked Questions
  • Resources / Webinars
  • Technology 401k
  • Services for Your Plan

July Business Services includes the following affiliated companies:  Expand Financial, LLC., a SEC Registered Investment Advisor.

 Privacy Policy | Terms of Use

Facebook icon
LinkedIn icon
X icon
©2026 July Business Services | Website Design by GSM Marketing