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JULY’s Plan Sponsor Corner: Encourage Employees to Optimize Their 401(k) Plan
Date:September 5, 2024Watch the Webinar
Understanding the Unique Retirement Savings Challenges Women Face
When we talk about how to increase 401(k) participation for women, we are really talking about why women need to save “differently” for retirement. For anyone, the considerations of how much money will be needed in retirement equates to how much can be saved and how long they may be in retirement.
Cash Balance Plan Marketing and Prospecting
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.