Learn how to best position and sell cash balance plans to plan sponsors. Our presenter, Brian Smith, JULY’s Senior Director of Sales -East, is a plan design expert and sales leader. This session covers:
• How to use plan design to differentiate yourself
• Cash balance basics
• Best candidates
• Common pitfalls
• Sales and prospecting tips
July 29, 2025
In today’s fast-paced digital landscape, AI has transformed how we communicate, making written content more polished, persuasive, and prolific than ever before.
July 25, 2025
The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan flexibility.
June 27, 2025
Gain practical strategies to elevate participant engagement in this on-demand panel discussion featuring retirement plan experts sharing real-world insights and proven approaches. Explore high-impact plan design features, effective communication tactics, and the tools that make a difference, along with lessons learned from past campaigns. From simplifying investment education to measuring what truly matters, this session offers actionable takeaways to help plan sponsors and advisors improve participant outcomes and drive long-term retirement readiness.