Date and Time:
February 20th, 2020
Marketing and Prospecting with Cash Balance Plans
You May Also Like…
SECURE 2.0 in 2026–2027: What Advisors Need to Know (and Do)
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.
New Year, New Moves: 10 Simple Ways Advisors Can Inspire Smarter 401(k) Decisions
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).
Mid-Year Conversions of a SIMPLE IRA to a 401(k): What Secure 2.0 Made Possible
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.