Q2 2018 Lift Retirement Newsletter
Keeping you informed is a high priority! We pride ourselves on delivering relevant information and keeping you up to date with changes...
2018 Contribution Limits
If your company offers a retirement plan, I’m sure you know that there are annual contribution limits. Also, they could change each year....
Video: Creating a Repeatable Fiduciary Process
Being apart of your company’s retirement plan committee is a big responsibility with some important rules and regulations. We want to...
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![[Infographic] How Much Should I Save?](https://static.wixstatic.com/media/b14c6c_f53a9d74ba154e438b324be784b15d43~mv2.jpg/v1/fill/w_720,h_480,fp_0.50_0.50,lg_1,q_90,enc_avif,quality_auto/b14c6c_f53a9d74ba154e438b324be784b15d43~mv2.jpg)
[Infographic] How Much Should I Save?
Simple Question: How much do you save every month for retirement? If you have a company 401(k) plan, your plan participants defer a...
Items Your Annual Retirement Plan Review May Be Missing
As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again!...
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![[Infographic] Annual Plan Questionnaire](https://static.wixstatic.com/media/b14c6c_844a12cb96dd49b7b87810f7da02326e~mv2.jpg/v1/fill/w_720,h_480,fp_0.50_0.50,lg_1,q_90,enc_avif,quality_auto/b14c6c_844a12cb96dd49b7b87810f7da02326e~mv2.jpg)
[Infographic] Annual Plan Questionnaire
Annual Retirement Plan Review Made Easy! Your annual retirement plan review has many different layers to it and presents the opportunity...
Motivating Savings with Financial Wellness and Plan Design
Resolution season is upon us. January through March are the peak motivation months. That special time of the year when people are eager...
What is 401(k) Benchmarking and Why Should You Do It?
Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what...
Q1 2018 Lift Retirement Newsletter
With the start of the new year, there are so many topics and trends it can sometimes feel difficult to hone in on the more important...
2018 Compliance Calendar
Everyone loves compliance. To help you stay ahead of the curve with important deadlines and filings, please find attached our...
What does it really take to retire?
As a plan sponsor, your employees rely heavily on your guidance; after all, you manage the plan that may offer their best shot at a...
Q4 2017 Lift Retirement Newsletter
At (Your Company Name), we strive to keep you informed and updated with industry news and changes in the 401(k) world. Based on our...
Customizing Plan Design
NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP...
Evaluating Your Fiduciary Process
Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the...
Your Mid-Year 401(k) Plan Check-up and Tune-up
As we round the corner to 2018, I can’t help but wonder, where did the year go? It feels like January and New Year’s resolutions were...