Resources
Participant Resources
- The Power of 1%
Do You Want to Be Taxed Now or Later?- Planning for retirement Traditional vs Roth 401(k) contributions for employees
Plan Sponsor Resources
- Fiduciary File Checklist
- Audit File Checklist
- 90-10-90 Rule
- Sample Plan Cost Comparison
- Retirement Plan Fiduciary Review
- An Overview of Defined Benefit Plans
- Helping Participants Make Better Investment Decisions
- Q1 2021 Lift Retirement Newsletter
- Q2 2021 Lift Retirement Newsletter
- Q3 2021 Lift Retirement Newsletter
- Q4 2021 Lift Retirement Newsletter