Author Archives: Jerome.Pfeffer

VIDEO: WHAT’S IN YOUR FIDUCIARY FILE?

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Ever wonder what documents should be in your retirement plan committee fiduciary file? If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on … Continue reading

PARTICIPANT GUIDE: THE POWER OF 1%

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Do you know how much your 401(k) participants should save per year? Participants needs guidance when it comes to preparing for retirement, and they often look to their employers, HR department, and company retirement plan committee for direction – that … Continue reading

SHARE CLASS ABCs: CHOOSE WISELY

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Share Class ABCs: Choose Wisely 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. A shares, C … Continue reading

PLAN SPONSOR GUIDE: FIDUCIARY AUDIT FILE CHECKLIST

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Is your 401(k) plan documentation file ready for an audit? As a retirement plan sponsor, a fiduciary audit file checklist will help you to compile documents to keep your fiduciary audit file up-to-date and assist with periodic reviews of your … Continue reading

FOUR TIPS TO BOOST YOUR EMPLOYEES’ RETIREMENT OUTLOOK

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Four Tips to Boost Your Employees’ Retirement Outlook As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then live comfortably.1 However, forward-thinking employers have the … Continue reading

RISKY BUSINESS: WHY PLAN GOVERNANCE MATTERS

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Risky Business:  Why Plan Governance Matters Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today’s continually-evolving regulatory and legal environment, it’s more important than ever to make … Continue reading

Q1 LiFT RETIREMENT NEWSLETTER

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New Year, New Topics! Plan Sponsor Need to Knows for Q1 2019 Ringing in the new year comes with changes to the 401(k) world, and as a plan sponsor, we want to keep you informed and educated. This past quarter, … Continue reading

VIDEO: CYBERSECURITY

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How protected is your company 401(k) plan? Cyber crime is on the rise worldwide! What can you do to protect your plan assets and information? Watch our short 2-minute video to learn the 5 proactive measures plan sponsors should consider … Continue reading

2019 Contribution Limits

Posted on by Jerome.Pfeffer

  New year, new contribution limits! The IRS has announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. For company retirement plans, the most recognized highlight is the 401(k) contribution … Continue reading

PARTICIPANT GUIDE: THE IMPACT OF TAKING A 401(K) LOAN

Posted on by Jerome.Pfeffer

Are your participants considering 401(k) loans? It’s very common that 401(k) plan participants suffer financial hardship; thus, 401(k) loans are made available to them. However, there are a couple of important factors for them to take into consideration before they … Continue reading

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