Marketing & Prospecting with Cash Balance Plans

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

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JULY Announces Third Acquisition Transaction of 2023 with HTLF’s Retirement Plan Recordkeeping and Administration Business

JULY Announces Third Acquisition Transaction of 2023 with HTLF’s Retirement Plan Recordkeeping and Administration Business

July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to mid-sized employers, has entered into its third acquisition transaction of 2023 with Heartland Financial USA, Inc. subsidiary, Dubuque Bank and Trust Company, and its division HTLF Retirement Plan Services (“HTLF”) to acquire its recordkeeping and administration business.