by Greg Snyder | Mar 2, 2026 | Advisor Webinars, Advisors
March 2, 2026 Matt Bravo, VP of Actuarial Services, shares practical strategies to help retirement plan advisors confidently position and sell cash balance plans. Moderated by Brian Smith, the session covers cash balance fundamentals, how to identify ideal candidates,...
by Greg Snyder | Jan 29, 2026 | Advisor Webinars, Advisors
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 Greg Snyder | Dec 19, 2025 | Advisor Articles, Advisors
December 19, 2025 The New Year is when motivation is high, gym memberships spike, and “future me” finally gets a seat at the table. For financial advisors, it’s also the perfect moment to help retirement plan participants turn good intentions into responsible...
by Greg Snyder | Dec 15, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Mid Atlantic territory (Philadelphia Metro Area). The RSD is the field-facing relationship builder and plan design...
by Greg Snyder | Dec 15, 2025 | Careers
Apply Job Description July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Heartland territory (Greater Metro Chicago). The RSD is the field-facing relationship builder and plan design...
