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Q1 2018 Lift Retirement Newsletter
With the start of the new year, there are so many topics and trends it can sometimes feel difficult to hone in on the more important...
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2018 Compliance Calendar
Everyone loves compliance. To help you stay ahead of the curve with important deadlines and filings, please find attached our...
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What does it really take to retire?
As a plan sponsor, your employees rely heavily on your guidance; after all, you manage the plan that may offer their best shot at a...
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Q4 2017 Lift Retirement Newsletter
At (Your Company Name), we strive to keep you informed and updated with industry news and changes in the 401(k) world. Based on our...
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Customizing Plan Design
NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP...
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Evaluating Your Fiduciary Process
Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the...
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Your Mid-Year 401(k) Plan Check-up and Tune-up
As we round the corner to 2018, I can’t help but wonder, where did the year go? It feels like January and New Year’s resolutions were...
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Understanding Corrective Distributions
Money Back is Good, Right? Refunds can be great if you are referring to tax returns, or money back from an unsatisfied purchase. However,...
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Benchmarking Your Company’s Financial Wellness Program
Financial wellness is more than just a buzzword or a “feel-good” benefit: when effectively implemented, it can be a powerful tool to help...
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Retirement Plan Costs: Who Pays What and Why?
Retirement plans aren’t free. As a business owner, it’s easy to understand, but what are the real costs? What are we paying for and why?...
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Are auto features the future of 401(k)?
Everything these days seems to be automated from reminders for doctors’ appointments, to bill paying, to (something clever). And why...
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Evaluating Plan Success
Helping prepare your employees for retirement is an awesome responsibility; it takes constancy and prudent oversight. It’s important to...
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2017: The Year of Financial Wellness
As the workplace evolves year after year, we see that quality employee engagement is essential for maintaining a balanced workplace. ...
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Benchmarking Your 401(k) Plan: A once a year check-up, or a regular check-in?
As humans age, we age with complexity and it’s a priority that we make frequent visits to the doctor. Normally, we all go to the doctor...