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...
Understanding Corrective Distributions
Money Back is Good, Right? Refunds can be great if you are referring to tax returns, or money back from an unsatisfied purchase. However,...
Benchmarking Your Company’s Financial Wellness Program
Financial wellness is more than just a buzzword or a “feel-good” benefit: when effectively implemented, it can be a powerful tool to help...
Retirement Plan Costs: Who Pays What and Why?
Retirement plans aren’t free. As a business owner, it’s easy to understand, but what are the real costs? What are we paying for and why?...
Are auto features the future of 401(k)?
Everything these days seems to be automated from reminders for doctors’ appointments, to bill paying, to (something clever). And why...
Evaluating Plan Success
Helping prepare your employees for retirement is an awesome responsibility; it takes constancy and prudent oversight. It’s important to...
