[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...