Author Archives: Jerome.Pfeffer

PLAN SPONSOR GUIDE: 20 QUESTIONS TO ASK A RECORDKEEPER

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Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be confident in your recordkeeper and fully understand the value they can deliver for your plan. One area where your recordkeeper … Continue reading

2020 CONTRIBUTION LIMITS

Posted on by Jerome.Pfeffer

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 limit increase to $19,500 for the … Continue reading

HOW DATA ANALYTICS CAN HELP YOU MAKE RETIREMENT PLAN DECISIONS

Posted on by Jerome.Pfeffer

If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance … Continue reading

BIG DATA TO DRIVE PARTICIPANT OUTCOMES

Posted on by Jerome.Pfeffer

If you want to predict the wants, needs and fears of participants when it comes to retirement planning, look into the potential of predictive analytics.   The use of “big data” (a bite-size term often used instead of the nerdier “predictive … Continue reading

Q4 2019 NEWS AND INFORMATION FOR EMPLOYERS

Posted on by Jerome.Pfeffer

As we approach the New Year, we look at the future trends of the retirement plan industry to better support plan design, plan administration, participant outcomes, and fiduciary plan governance. Download and enjoy our quarterly Lift Retirement Newsletter! Our topics … Continue reading

PARTICIPANT GUIDE: 7 STEPS TO ORGANIZE YOUR FINANCIAL LIFE

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Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always achieve financial health! In our recent participant guide, we have outlined 7 steps to help your employees organize their financial … Continue reading

VIDEO: WHAT ARE MEPS AND SHOULD YOU CONSIDER ONE?

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A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It can be particularly appealing to smaller businesses for a number of reasons. MEPs can be easier and may be cost … Continue reading

LAWSUITS OVER THE YEARS AND WHAT IT MEANS FOR PLAN SPONSORS

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Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases dismissed. However, this changed after a few … Continue reading

PLAN SPONSOR GUIDE: 4 REASONS TO BENCHMARK YOUR RETIREMENT PLAN

Posted on by Jerome.Pfeffer

An old saying goes, “You get what you pay for.” But as a consumer, how do you know if you’re getting the best value for your dollar unless you shop around and compare costs? Benchmarking is the process of comparing … Continue reading

OUR 401(K) INVESTMENTS ARE ON THE WATCHLIST. NOW WHAT?

Posted on by Jerome.Pfeffer

Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed that one or more of your company’s retirement plan investments are on the Watch List, don’t panic. This is an … Continue reading

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