Breaking Through the Sea of Sameness: Six Ways to Differentiate Your Defined Contribution Practice

In this session we delve into ways to differentiate yourself within your retirement plan practice. We outline six innovative ideas for reinvigorating your DC practice.

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JULY’s Secure 2.0 Decoded

JULY’s Secure 2.0 Decoded

January 31, 2024

JULY’s Blake Willis will walk you through the latest on Secure 2.0, including highlights of the bill, what the changes (and modifications) mean to you, your business, and your clients, as well as feature new related opportunities.