Author Archives: Jerome.Pfeffer

RISKY BUSINESS: WHY PLAN GOVERNANCE MATTERS

Posted on by Jerome.Pfeffer

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

Posted on by Jerome.Pfeffer

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

Posted on by Jerome.Pfeffer

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

HACKED! IS YOUR RETIREMENT PLAN AT RISK FOR A CYBER ATTACK?

Posted on by Jerome.Pfeffer

Cyber-crime is on the rise worldwide. As a result, growing numbers of organizations are taking critical steps to protect their valuable electronic data from hackers and other cyber criminals — a process known as cybersecurity. It’s serious business, and a … Continue reading

PLAN SPONSOR GUIDE: HOW PROTECTED IS YOUR COMPANY’S 401(K) PLAN?

Posted on by Jerome.Pfeffer

Did you know cybercrime is a possible threat for your company 401(k) plan? Technology is evolving fast, but cyber criminals are evolving just as fast. Cyber criminals are now going after plan sponsor’s company 401(k) plans, and you could be … Continue reading

UNDERSTANDING 401(K) LOANS

Posted on by Jerome.Pfeffer

The recent enactment of the Tax Cuts and Jobs Act of 2017 (TCJA) makes changes to 401(k) loan repayment options, which should prompt plan sponsors and plan administrators to re-evaluate their existing loan program, processes and procedures.  This article will … Continue reading

THE DOL RULE IS DEAD, BUT YOU’RE STILL A FIDUCIARY

Posted on by Jerome.Pfeffer

The DOL Rule is Dead On June 21, 2018 the 5th Circuit Court of Appeals vacated the requirements of the U.S. Department of Labor’s (DOL) Conflict of Interest Rule—more commonly referred to as the “DOL Fiduciary Rule”—thus killing the rule … Continue reading

VIDEO: STRETCH THE MATCH

Posted on by Jerome.Pfeffer

As an employer, would you like to maintain your company’s profit sharing contribution and, at the same time, encourage your employees to save more? Stretch the match! Help your employees to reach, stretch, and strengthen for their retirement.

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