by Natalie Harris | Jan 29, 2026 | Webinars
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...
by Natalie Harris | Jul 7, 2025 | Webinars
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,...
by Natalie Harris | Jul 7, 2025 | Webinars
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,...
by Natalie Harris | Apr 2, 2025 | Webinars
March 27, 2025 Learn how to best position and sell cash balance plans to plan sponsors Watch the Webinar Explore More...
by Natalie Harris | Mar 4, 2025 | Webinars
March 4, 2025 Listen in as Brad Campbell joins JULY for a Washington Update on the latest legislative priorities shaping retirement policy in 2025. Watch the Webinar Explore More...
by Natalie Harris | Jan 31, 2025 | Webinars
January 31, 2025 While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025. Watch the Webinar Explore More...
