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.   


Big Data to Drive Participant Outcomes

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 to steer plan sponsor actions towards enhancing 401(k) participant outcomes and providing insights into consumer behavior. But what’s the best way to jump on this moving train and, more importantly, what does it all mean? Predictive Analytics and Your 401(k) Plan First off, predictive analytics is “using many techniques from data mining, statistics, modeling, machine learning, and artificial intelligence to analyze current data to mak

Q4 2019: News and Information for Employers

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 this quarter are: Big Data to Drive Participant Outcomes How Data Analytics Can Help You Make Retirement Plan Decisions What are Corrective Distributions and How to Avoid Them Going Forward DOWNLOAD LIFT RETIREMENT NEWSLETTER >>


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