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Quarterly updates to help maintain your fiduciary plan governance!

Quarterly updates to help maintain your fiduciary plan governance!

| January 01, 2020
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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

>>Quarter One Newsletter>>

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