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TPAs
June 19, 2026
Most advisors treat wealth management relationships and qualified plan business as two separate lines — but the advisors growing fastest are working them together. In this session, our guest, Brian Elliott, SVP, Director of Institutional Division, Genter Capital Management, will show you how to unlock both sides of the opportunity from the clients and plans you already have.
May 27, 2026
JULY AI webinar follow up.
May 27, 2026
We recently hosted a webinar on leveraging AI in retirement plan advisory practices. The response was overwhelming – advisors submitted 40+ questions spanning every aspect of AI adoption.
May 5, 2026
Tune in for a Washington Update with Bradford P. Campbell, who shares timely insights on the evolving legislative and regulatory landscape shaping retirement plans and the broader financial services industry. This webinar is sponsored by Jeff Jones and Federated Hermes.
April 30, 2026
In this fast-paced, 1-hour session, we’ll cover the key retirement plan types, essential plan design concepts, and practical insights to help you better serve your clients and grow your practice.
April 2, 2026
Brian Smith, AVP of Sales at JULY, explores the evolving landscape of state-mandated retirement plans and how they compare to Pooled Employer Plans (PEPs). As more states require employers to offer retirement benefits, this session provides a clear breakdown of how state-run programs work, recent legislative updates, employer and employee responsibilities, and a state-by-state view of current and upcoming mandates. You’ll also learn the key differences between state-run plans and PEPs, along with strategic growth opportunities for advisors looking to expand their retirement plan practice in a rapidly changing regulatory environment.
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, avoid common pitfalls, and use effective sales and prospecting techniques. You’ll also gain access to valuable marketing resources and practical AI prompts to support compliant outreach and client education, helping you expand your practice with greater clarity and confidence.
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 statement requirements, and critical plan amendment deadlines.
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 action—especially when it comes to their 401(k).
October 20, 2025
The SECURE 2.0 Act brought a wide range of enhancements to retirement plans — and one of the most practical changes for small business owners is the new ability to convert a SIMPLE IRA to a 401(k) mid-year.
October 6, 2025
In a fast-changing financial services landscape, authenticity has become one of the most powerful tools an advisor can use to build trust and win new 401(k) clients. In this engaging and inspiring webinar, Sherry Fitz—renowned financial services speaker, branding coach, and expert on digital emotional intelligence—shares how financial professionals can unlock their unique value and use personal branding as a competitive edge.
September 26, 2025
Today, artificial intelligence and digital platforms make financial knowledge more accessible than ever. Business owners can Google fiduciary rules, download benchmarking reports, or watch tutorials on plan design in seconds. But information alone does not build trust—or drive action.