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
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.
July 26, 2024
Join JULY and our guest, Matt Foster with Franklin Templeton, for a guided tour of findings from a recent study conducted to understand the perspective of the modern American worker.
June 21, 2024
Listen to this webinar to better understand how emotions play into financial decisions and explore solutions to help mitigate behavioral biases.