Date:
October 22nd, 2021
What’s New at JULY 2021
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JULY Welcomes Chris McCarthy as Director of Strategic Accounts & Channel Development
April 23, 2026
July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services for small to mid-sized employers, is pleased to announce the appointment of Chris McCarthy as Director, Strategic Accounts & Channel Development.
PEPs vs State-Run Plans | Strategic Growth Opportunities for Advisors
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.
Cash Balance Plans: Who to Target and How to Win Them
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.