Careers

TPAs

July Logo White

Panel Discussion on Enhancing Participant Engagement

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.

Watch the Webinar

Related Posts

Categories

You May Also Like…

JULY | PIMCO | Practice Management – Deepening Relationships through Effective Client Discovery

JULY | PIMCO | Practice Management – Deepening Relationships through Effective Client Discovery

July 22, 2026

The advisors who win and keep retirement plan relationships are the ones who truly understand their clients – their goals, values, and concerns. Taking the time to uncover those preferences shows empathy and builds the kind of trust that leads to deeper, more durable engagements. Catch this practical session built around real case studies. You’ll explore best practices for a richer discovery process and pick up skills you can put to work with your plan sponsor and participant relationships right away.

JULY | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework

JULY | Genter | Growing Wealth Management Relationships & Qualified Plan Business: A Dual-Growth Framework

June 19, 2026

Most advisors treat wealth management relationships and qualified plan business as two separate lines — but the advisors growing fastest are working them together. In this session, our guest, Brian Elliott, SVP, Director of Institutional Division, Genter Capital Management, will show you how to unlock both sides of the opportunity from the clients and plans you already have.