top of page
Search
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
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
bottom of page