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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.

[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%

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

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