February 28, 2024
Alan Gross with GSM shareshelpful considerations when adding video to your advisory practice marketing mix.
February 28, 2024
Alan Gross with GSM shareshelpful considerations when adding video to your advisory practice marketing mix.
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.
March 29, 2024
Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session.
Secure 2.0 had many changes to retirement plans. Another one that we need to talk about is the option to terminate a SIMPLE plan mid-year if we adopt a Safe Harbor plan to replace it.