Panel Discussion on Enhancing Participant Engagement

April 2, 2026

Brian Smith, AVP of Sales at JULY, explores the evolving landscape of state-mandated retirement plans and how they compare to Pooled Employer Plans (PEPs). As more states require employers to offer retirement benefits, this session provides a clear breakdown of how state-run programs work, recent legislative updates, employer and employee responsibilities, and a state-by-state view of current and upcoming mandates. You’ll also learn the key differences between state-run plans and PEPs, along with strategic growth opportunities for advisors looking to expand their retirement plan practice in a rapidly changing regulatory environment.

March 2, 2026

Matt Bravo, VP of Actuarial Services, shares practical strategies to help retirement plan advisors confidently position and sell cash balance plans. Moderated by Brian Smith, the session covers cash balance fundamentals, how to identify ideal candidates, avoid common pitfalls, and use effective sales and prospecting techniques. You’ll also gain access to valuable marketing resources and practical AI prompts to support compliant outreach and client education, helping you expand your practice with greater clarity and confidence.