Date and Time:
April 30th, 2020
April 30th, 2020
May 3, 2024
DC Plan Foundations & Defining Your Solution” is the first of our two-part series with Dimensional Fund Advisors. This session focuses on providing advisors with a solid foundation of basic retirement plan knowledge and terminology and helps advisors develop a retirement plan offering that will differentiate themselves in the marketplace.
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.
March 29, 2024
Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.