Stay ahead of the curve with important deadlines and filings in 2021. Here are the 2021 Compliance Calendar deadline for 401(k) plans!
Read More
What’s on the ERISA agenda for 2021? Here are 5 important changes that plan sponsors should be paying attention to.
Read More
With 2021 approaching fast, it’s time to start thinking about end-of-year initiatives to thrive in the “new normal” and keep your company’s retirement plan on track. Check out our Q4 2020 Lift Retirement Newsletter.
Read More
Market downturns are a part of any investing life cycle. Here’s how to help encourage your participants to stay the course while times are challenging.
Read More
Uncertain times can bring turbulent stock markets, but it’s important to stay calm and stay the course. Here’s how you can encourage your investors to maintain a long-term investment strategy to weather the ups and downs of the stock market.
Read More
Missing participants have become a big enough problem that it has caught the attention of the Internal Revenue Service and Department of Labor, who are stepping up plan audits. Here are some tips to make searching for missing participants easier.
Read More
As a plan fiduciary, you are responsible for your keeping track of former employees with account balances, a.k.a. missing participants. The DOL and IRS are paying more attention to plan sponsors’ efforts to identify and locate these participants, especially when uncashed checks and approaching RMDs are involved.
In our experience, there are six common mistakes made by plan sponsors. These mistakes are why it’s important to review, refresh and revise plan documents.
Read More
As a business owner, you can also benefit from setting up a retirement savings plan. Here are four ways that a 401(k) can help you reduce taxes:
Read More
It’s important to have peace of mind in the event of an emergency. We’ve put together a detailed checklist to help you organize your life.
Read More
There are three fiduciary actions you can take during these turbulent times! Let’s review in our short video above.
Read More
The goal of a financial wellness program is to change employees’ behavior regarding their finances. Here are 5 steps to create a financial Wellness Program.
Read More
Here are five ways that plan sponsors can aim to lower fiduciary risk and stay in accordance with ERISA.
Read More
This customizable budgeting worksheet can help you track your income and spending so you can focus on what’s most important.
Read More
Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain premier talent.
Read More
A good total rewards program helps you attract and retain the best possible talent so you can be an employer of choice among job-seekers.
Read More
Retirement plan sponsors are dealing with tremendous complexity, confusion and uncertainty. COVID-19 has changed every facet of society as we know it— including how you manage your 401(k) plan.
Read More
Environmental, Social and Governance funds (ESGs), can be appealing to many investors, particularly millennials. These funds may be viewed as a proactive way to encourage this often reluctant . . .
Read More
The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases dismissed.
Read More
Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies typically offer multiple share classes, each sporting its own unique letter
Read More