by Natalie Harris | Nov 10, 2026 | Webinars
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,...
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...
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...
