As a fiduciary, one of the important areas of compliance involves the many documents that are part of your plan administration. Here is our “just the basics” Annual Retirement Plan Checklist for fiduciaries.
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Retirement plan committees wear many hats, including reviewing plan performance, investments and fees annually to ensure the plan is on track toward achieving key goals. Here is key information your committee should review every year.
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Stay ahead of the curve with important deadlines and filings in 2021. Here are the 2021 Compliance Calendar deadline for 401(k) plans!
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What’s on the ERISA agenda for 2021? Here are 5 important changes that plan sponsors should be paying attention to.
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With 2021 approaching fast, it’s time to start thinking about end-of-year initiatives to thrive in the “new normal” and keep your company’s retirement plan on track. Check out our Q4 2020 Lift Retirement Newsletter.
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Market downturns are a part of any investing life cycle. Here’s how to help encourage your participants to stay the course while times are challenging.
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Uncertain times can bring turbulent stock markets, but it’s important to stay calm and stay the course. Here’s how you can encourage your investors to maintain a long-term investment strategy to weather the ups and downs of the stock market.
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Missing participants have become a big enough problem that it has caught the attention of the Internal Revenue Service and Department of Labor, who are stepping up plan audits. Here are some tips to make searching for missing participants easier.
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As a plan fiduciary, you are responsible for your keeping track of former employees with account balances, a.k.a. missing participants. The DOL and IRS are paying more attention to plan sponsors’ efforts to identify and locate these participants, especially when uncashed checks and approaching RMDs are involved.
In our experience, there are six common mistakes made by plan sponsors. These mistakes are why it’s important to review, refresh and revise plan documents.
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As a business owner, you can also benefit from setting up a retirement savings plan. Here are four ways that a 401(k) can help you reduce taxes:
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There are three fiduciary actions you can take during these turbulent times! Let’s review in our short video above.
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The goal of a financial wellness program is to change employees’ behavior regarding their finances. Here are 5 steps to create a financial Wellness Program.
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Here are five ways that plan sponsors can aim to lower fiduciary risk and stay in accordance with ERISA.
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Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain premier talent.
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A good total rewards program helps you attract and retain the best possible talent so you can be an employer of choice among job-seekers.
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Retirement plan sponsors are dealing with tremendous complexity, confusion and uncertainty. COVID-19 has changed every facet of society as we know it— including how you manage your 401(k) plan.
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Environmental, Social and Governance funds (ESGs), can be appealing to many investors, particularly millennials. These funds may be viewed as a proactive way to encourage this often reluctant . . .
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Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies typically offer multiple share classes, each sporting its own unique letter
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Cyber-crime is extremely dangerous, and many businesses are vulnerable to cyber-attacks — some without even knowing it. Is that the case with your retirement plan?
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