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From compliance and administration to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.   

Help make your employees financial future brighter with these 3 Tips to Tackle Debt!

In America, most people have debt and as an employer and plan sponsor, it’s helpful to provide resources that encourage your employees to pay down their debt.

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Tests – the word alone is enough to make the most studious of us sweat.  When placed in the context of 401(k) plans, i.e. determining whether your plan passes non-discrimination tests, anxiety levels can go through the roof! 

This article will take a brief look at...

Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be confident in your recordkeeper and fully understand the value they can deliver for your plan.

One area where your recordkeeper can provide su...

The IRS has announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. For company retirement plans, the most recognized highlight is the 401(k) contribution limit increase to $19,500 for th...

If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for retirement...

If you want to predict the wants, needs and fears of participants when it comes to retirement planning, look into the potential of predictive analytics.  

The use of “big data” (a bite-size term often used instead of the nerdier “predictive analytics”) is helping t...

As we approach the New Year, we look at the future trends of the retirement plan industry to better support plan design, plan administration, participant outcomes, and fiduciary plan governance. Download and enjoy our quarterly Lift Retirement Newsletter!

Our topics thi...

A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It can be particularly appealing to smaller businesses for a number of reasons.

MEPs can be easier and may be cost effective to operate, allowing employers to fo...

Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always achieve financial health!

In our recent participant guide, we have outlined 7 steps to help your employees organize their financial life. This...

Formation of Lawsuit Trends

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.

However, this changed after a few years when participants started ho...

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Items Your Annual Retirement Plan Review May Be Missing

March 5, 2018

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