What to Know About PEPs vs. State-Run Plans

Many states have passed or introduced legislation that mandates employers provide retirement plans to their employees. We invite you to join JULY’s COO, Blake Willis, will cover some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).

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Cash Balance Plan Marketing and Prospecting

Cash Balance Plan Marketing and Prospecting

April 25, 2024

Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.