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

[Plan Sponsor Guide] Fiduciary Audit File Checklist

As a retirement plan sponsor, a fiduciary audit file checklist will help you to compile documents to keep your fiduciary audit file...

Feb 4, 2019

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...

Jan 28, 2019

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....

Jan 16, 2019

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....

Jan 14, 2019

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...

Jan 7, 2019

[Video] Cybersecurity: Taking Action Against Cyber Crime

Cyber crime is on the rise worldwide! What can you do to protect your plan assets and information? Watch our short 2-minute video to...

Dec 10, 2018

[Participant Guide] The Impacts of Taking Out a 401(k) Loan

It’s very common that 401(k) plan participants suffer financial hardship; thus, 401(k) loans are made available to them. However, there...

Dec 3, 2018

Hacked! Is Your Retirement Plan at Risk for a Cyber Attack?

Cyber-crime is on the rise worldwide. As a result, growing numbers of organizations are taking critical steps to protect their valuable...

Nov 27, 2018

2019 Contribution Limits

New year, new contribution limits! The IRS has announced cost of living adjustments affecting dollar limitations for pension plans and...

Nov 20, 2018

[Plan Sponsor Guide] How Protected is Your 401(k) Plan

Technology is evolving fast, but cyber criminals are evolving just as fast. Cyber criminals are now going after plan sponsor’s company...

Nov 13, 2018

Plan Sponsor Guide: Understanding 401(k) Loans

The recent enactment of the Tax Cuts and Jobs Act of 2017 (TCJA) makes changes to 401(k) loan repayment options, which should prompt plan...

Nov 6, 2018