Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Q4 2020 Lift Retirement Newsletter

Q4 2020 Lift Retirement Newsletter

| October 19, 2020
Share |

With 2021 approaching fast, it’s time to start thinking about end-of-year initiatives to thrive in the “new normal” and keep your company’s retirement plan on track.

Our newsletter covers strategic topics such as missing participants, understanding and staying the course during volatile markets, refreshing plan documents, as well as new ideas for 2021.

Q4 Newsletter- Strategic Thinking

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

 

Share |