What goals are your employees working towards? Use this fun word search to exercise your brain and discover how a comprehensive financial wellness program, can enhance your company.
As your company grows, things change! One of those things should be your retirement plan. Here’s how a Safe Harbor plan might meet the changing needs of your business.
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Here are the 12 types of financial education your employees need to begin and continue building towards their future.
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How can employers help stop retirement savings setbacks? Here is why tapping into retirement savings too early can have long-term effects and undo years of savings for participants.
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Check out our helpful infographic you can share with your workforce to give them more information on how the Tax Saver’s Credit can help them get paid to save for retirement
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What does fiduciary plan governance look like in 2021? Here’s our Q1 update for plan sponsors and business owners
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The 2021 COVID Relief Bill is giving employers and business owners more options of monetary aid moving into this year. Here’s how you could receive assistance.
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How can you reduce your fiduciary liability, protect yourself and your participants? Here are four straightforward actions to take to help reduce plan litigation.
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When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about personal finances or dealing with them at work. A financial wellness program can help.
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Mail or email? Learn about the new Department of Labor’s e-disclosure safe harbor rule and how employers might “think green” by transitioning to fully electronic delivery of 401(k) plan disclosure materials.
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Help your employees beat the winter blues with this mental, physical and financial guide to wellness! Share this infographic with your employees.
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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.