• Start Your Plan
  • For Employees
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Employers
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Advisors
    • Login
    • News
    • Webinars
    • Cash Balance
    • Calculators
    • Launch401k PEP
    • Videos
  • Contact
  • Login
    • Participants
    • Employers
    • Advisors
    • TPAs
July Logo
  • How It Works
  • Clear Pricing
  • Your JULY Team
    • How We Got Here
    • We Live Our Values
    • JULY Leadership
    • Sales Consulting Team
    • Careers
  • Insights
    • For Employers
    • For Advisors
  • Partners
    • TPAs
July Logo
  • How It Works
  • Clear Pricing
  • Your JULY Team
    • How We Got Here
    • We Live Our Values
    • JULY Leadership
    • Sales Consulting Team
    • Careers
  • Insights
  • Start Your Plan
  • For Employees
    • Start Here
    • Calculators
    • FAQs
    • Glossary
  • For Employers
    • Start Here
    • Calculators
    • Videos
    • FAQs
    • Glossary
  • For Advisors
    • Login
    • News
    • Webinars
    • Cash Balance
    • Calculators
    • Launch401k PEP
  • Contact Us
  • Login
    • Employees
    • Employers
    • Advisors
    • TPAs
  • Partners
    • Advisors
    • TPAs
“Insuring” Your Value: 3 Ways Personalization and Lifetime Income Can Protect Your Business While Gaining New Clients

“Insuring” Your Value: 3 Ways Personalization and Lifetime Income Can Protect Your Business While Gaining New Clients

by Natalie Harris | Jun 20, 2022 | Advisor Webinars, Advisors

Join JULY and Nuveen as we explore the benefits of personalization and lifetime income within retirement plans. Retirement income and financial wellness continue to be top of mind for plan sponsors and providers. And now, with legislative action and product...
Work Effectively with a 3(38) Fiduciary

Work Effectively with a 3(38) Fiduciary

by Natalie Harris | May 26, 2022 | Advisor Webinars, Advisors

Greg Bakke, President & CTO of Expand Financial, shares ways to build scale and simplicity into your practice with the help of a 3(38) fiduciary. Learn about the multi-faceted role of the 3(38) as well as ways to distinguish yourself as a plan advisor working...
Enrollment Meeting Best Practices

Enrollment Meeting Best Practices

by Natalie Harris | May 13, 2022 | Advisor Webinars, Advisors

Do you find the thought of conducting a 401(k) enrollment meeting daunting? Or are you comfortable, but would still like to learn some tips from an industry veteran? In this 50-minute webinar, Greg Bakke, President & CTO of Expand Financial, and Adam Barker,...
The ONE Thing Your Marketing Needs to Get Right NOW

The ONE Thing Your Marketing Needs to Get Right NOW

by Natalie Harris | Apr 29, 2022 | Advisor Webinars, Advisors

Marketing can be a real Rubik’s cube when it comes to creating impact with prospects and clients. And while there are many things to get right, there’s one thing that matters more than everything else – your message. Think of this session as an acid test – a way to...
Marketing & Prospecting with Cash Balance Plans

Marketing & Prospecting with Cash Balance Plans

by Natalie Harris | Apr 8, 2022 | Advisor Webinars, Advisors

Learn how to best position and sell cash balance plans to plan sponsors. Our presenter, Brian Smith, JULY’s Senior Director of Sales -East, is a plan design expert and sales leader. This session covers: • How to use plan design to differentiate yourself• Cash balance...
« Older Entries

Categories

  • Advisors (51)
    • 401(k) Closing (1)
    • 401(k) Prospecting (1)
    • Advisor Articles (15)
    • Advisor News (18)
    • Advisor Videos (2)
      • Advisor Connect (1)
    • Advisor Webinars (19)
    • Tools and Technology (1)
  • Careers (5)
  • Cash Balance (17)
  • Cash Balance Article (14)
  • Cash Balance Webinar (3)
  • Employees (52)
    • Calculators (12)
    • Employee Articles (37)
    • Employee News (2)
    • Employee Videos (1)
    • Enrollment (1)
    • Getting Started (2)
    • Loans (1)
    • Mid Career (5)
    • Nearing Retirement (3)
    • Risk (1)
    • Roth (1)
    • Saving (2)
    • Savings Tips and Traps (4)
    • Tools and Technology (3)
  • Employers (63)
    • 401(k) Fiduciary Compliance (2)
    • 401(k) Technical Resources (1)
    • Employer Articles (12)
    • Employer News (17)
    • Employer Videos (24)
    • Employer Webinars (9)
    • Fact Sheets (8)
    • Fee Details (2)
    • JULY Products and Services (1)
    • Retirement Plan Design (2)
    • Tools and Technology (2)
  • Team (29)
  • TPAs (3)
    • TPA News (3)
  • Uncategorized (3)

JULY is 450 professionals dedicated to the idea that it’s important to help people create financial security in retirement.
Learn how “we live our values.“

July Logo White

Privacy Policy | Terms of Use

July Business Services includes the following affiliated companies: Expand Financial LLC, an SEC registered RIA and Expand Financial LLC dba BOA LLC. Expand Financial advisory services are additionally offered through Mid-Atlantic Financial Management, Inc (MAFM) dba eFiduciary Advisor (eFA) and Expand Financial LLC. MAFM/eFA is not a subsidiary or control affiliate of July Business Services, BOA, or Expand Financial LLC.

©2022 July Business Services | Website Design by GSM Marketing