The start of a new year is a great time to review your
fiduciary governance process and confirm that your fiduciary priorities have
been set. Preparing for the unexpected can be a delicate balancing act, but it
is vital for the organized plan administration!
Our Q1 2020 Lift Retirement Newsletter covers the
following topics to help you manage your fiduciary plan governance:
Thinking About Changing 401(k) Providers?
Five Things You Should Know
10 Steps to Help You Handle a DOL Audit
Managing Risk: Do’s and don’ts for your
company’s retirement plan committee