top of page
Search
5 Plan Design Features for Retirement Readiness
Successful financial wellness programs help employees feel in control and on track in their financial lives – and that includes planning...
Jun 11, 2019
Your Past, Present, and Future to Financial Wellness
Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past...
Jun 4, 2019
How to Think About Financial Wellness ROI
If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO:...
May 14, 2019
90-10-90 Rule
If you, your plan or your participants suffer from poor participation, low deferral rates or shortsighted investment decisions, you would...
May 7, 2019
Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not.
ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed...
Apr 30, 2019
Is it Time to Consider a New Plan Design?
Is it Time to Consider a New Plan Design? You may have heard about a “cash balance plan” and wondered whether it would be something...
Apr 16, 2019
Q2 Lift Retirement Newsletter
Financial wellness has many components that can affect and benefit your workplace. This quarter, our newsletter highlights three engaging...
Apr 2, 2019
![[Video] What's in Your Fiduciary File?](https://static.wixstatic.com/media/56bc71_2733b4b9a4b64807bfaa597b39255147~mv2_d_5000_2683_s_4_2.png/v1/fill/w_1770,h_1000,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/56bc71_2733b4b9a4b64807bfaa597b39255147~mv2_d_5000_2683_s_4_2.png)
![[Video] What's in Your Fiduciary File?](https://static.wixstatic.com/media/56bc71_2733b4b9a4b64807bfaa597b39255147~mv2_d_5000_2683_s_4_2.png/v1/fill/w_1168,h_660,fp_0.50_0.50,q_95,enc_avif,quality_auto/56bc71_2733b4b9a4b64807bfaa597b39255147~mv2_d_5000_2683_s_4_2.png)
[Video] What's in Your Fiduciary File?
If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best...
Mar 11, 2019
![[Participant Guide] The Power of 1%](https://static.wixstatic.com/media/56bc71_01298ab49c724dcd8fe85c23f42df2b2~mv2_d_5000_2683_s_4_2.png/v1/fill/w_1770,h_1000,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/56bc71_01298ab49c724dcd8fe85c23f42df2b2~mv2_d_5000_2683_s_4_2.png)
![[Participant Guide] The Power of 1%](https://static.wixstatic.com/media/56bc71_01298ab49c724dcd8fe85c23f42df2b2~mv2_d_5000_2683_s_4_2.png/v1/fill/w_1168,h_660,fp_0.50_0.50,q_95,enc_avif,quality_auto/56bc71_01298ab49c724dcd8fe85c23f42df2b2~mv2_d_5000_2683_s_4_2.png)
[Participant Guide] The Power of 1%
Participants needs guidance when it comes to preparing for retirement, and they often look to their employers, HR department, and company...
Mar 4, 2019
Share Class ABCs: Choose Wisely
Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies...
Feb 11, 2019
![[Plan Sponsor Guide] Fiduciary Audit File Checklist](https://static.wixstatic.com/media/56bc71_6bd178ddeae948539f33b3d4164a3e69~mv2_d_5000_2683_s_4_2.png/v1/fill/w_1770,h_1000,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/56bc71_6bd178ddeae948539f33b3d4164a3e69~mv2_d_5000_2683_s_4_2.png)
![[Plan Sponsor Guide] Fiduciary Audit File Checklist](https://static.wixstatic.com/media/56bc71_6bd178ddeae948539f33b3d4164a3e69~mv2_d_5000_2683_s_4_2.png/v1/fill/w_1168,h_660,fp_0.50_0.50,q_95,enc_avif,quality_auto/56bc71_6bd178ddeae948539f33b3d4164a3e69~mv2_d_5000_2683_s_4_2.png)
[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
bottom of page