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.
Get practical guidance to stay ahead of compliance requirements and learn how to turn regulatory complexity into client value.
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.
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.
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.