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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] 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

The DOL Fiduciary Rule is Dead, but You're Still a Fiduciary

The DOL Rule is Dead On June 21, 2018 the 5th Circuit Court of Appeals vacated the requirements of the U.S. Department of Labor’s (DOL)...

Oct 23, 2018

Q4 2018 Lift Retirement Newsletter

This last year has had its share of twists and turns, and we have been here each step of the way to provide helpful tips and tools. As...

Oct 9, 2018

[Video] Stretching the Match

As an employer, would you like to maintain your company’s profit sharing contribution and, at the same time, encourage your employees to...

Sep 24, 2018

[Infographic] Making the Most of Your Company Match

More than 1 in 5 employees do not contribute enough to their 401(k) to receive your full employer match.[1] Your employees might not...

Sep 10, 2018

Health Savings Accounts: Features Your Employees May Thank You For

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise....

Aug 27, 2018