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Four Tips to Boost Your Employees’ Retirement Outlook

As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then live comfortably [1]. However, forward-thinking employers have the ability to help their employees work toward a confident and happy retirement. According to the 2018 Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI), only 17% of American workers feel very confident in their ability to live comfortably in retirement. Additionally, their 28th annual survey found that another 47% of workers feel somewhat confident about living comfortably in retirement [1]. That means that over 64% of Americans (or 2/3 of your workfor

2019 Retirement Plan Compliance Calendar

To help you stay ahead of the curve with important deadlines and filings, please find attached our complementary 2019 Compliance Calendar. If you have any questions, our door is always open for a conversation. DOWNLOAD 2019 COMPLIANCE CALENDAR

Risky Business: Why Plan Governance Matters

Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today’s continually-evolving regulatory and legal environment, it’s more important than ever to make sure your organization’s retirement plan is both effective and compliant. A well-structured retirement plan governance program can help you pursue these goals when aiming to limit fiduciary risk and improve plan performance, while striving to boost participant outcomes. What is retirement plan governance? Simply defined, governance outlines the processes and policies for managing a retirement plan as well as the roles and responsibilities of everyone invo

Q1 2019 Lift Retirement Newsletter

Happy New Year! Ringing in the new year comes with changes to the 401(k) world, and as a plan sponsor, we want to keep you informed and educated. This past quarter, we’ve focused our attention on “Fiduciary Plan Governance” our latest newsletter features our insights with the following articles: Risky Business: Why Plan Governance Matters 4 Tips to Boost Your Employees’ Retirement Outlook Share Class ABCs: Choose Wisely DOWNLOAD NEWSLETTER >>

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