[Infographic] Managing Your Fiduciary Duty
Keeping proper documentation is a good way for plan sponsors and fiduciaries to show compliance with applicable laws and regulations. If...
Should we have a retirement committee?
Should we have a retirement plan committee? If you are an employer or employee who has decision-making authority over your company’s...
Benchmarking Your 401(k) Funds
Benchmarking Your 401(k) Funds Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak...
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...