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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.   

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Thinking About Changing 401(k) Providers? Five Things You Should Know

Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top talent. Today’s workers highly value employer-sponsored retirement plans: 88% of them say that an employee-funded retirement plan is important to them.[1] In addition, eight out of ten new hire candidates consider retirement savings programs offered by prospective employers a major factor in their job search decisions.[2] As a result, you should evaluate your 401(k) plan regularly — at least once a year — to ensure that it continues to be the right fit for your business and employees. For example, if you find during your review that you’re not satisfied with you

News and Information for Employers Q12020

The start of a new year is a great time to review your fiduciary governance process and confirm that your fiduciary priorities have been set. Preparing for the unexpected can be a delicate balancing act, but it is vital for the organized plan administration! Our Q1 2020 Lift Retirement Newsletter covers the following topics to help you manage your fiduciary plan governance: Thinking About Changing 401(k) Providers? Five Things You Should Know 10 Steps to Help You Handle a DOL Audit Managing Risk: Do’s and don’ts for your company’s retirement plan committee Download the Newsletter >>

2020 Compliance Calendar

Everyone loves the compliance deadlines that should be met every year. To help you stay ahead of the curve with important deadlines and filings, please find attached our complementary 2020 Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today! DOWNLOAD CALENDAR >>

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