Brian Smith, Senior Institutional Sales Director at JULY, shares expert insights into the fundamentals of 401(k) plan design and how advisors can use plan features to strengthen their value proposition.

Gain valuable insights into positioning and selling cash balance plans with this on-demand session, led by JULY’s VP of Actuarial Services, Matt Bravo. A seasoned actuary and cash balance enthusiast, Matt explores the fundamentals of cash balance plan design, ideal candidate profiles, and common pitfalls, while offering actionable marketing and prospecting strategies to help advisors differentiate themselves and grow their practices.

Join us for an insider’s look at how to elevate your enrollment meetings and drive more business. In this session, we’ll cover: The current...