LIFT Retirement Newsletter Q3 2019

As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for your retirement plans. Before you know it, you will be sending annual notices and making plan amendments.  Our quarterly newsletter discusses the three following topics for plan sponsor information: Plan  Read more ➝

Your Past, Present, and Future to Financial Wellness

Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years?[1] Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new Employee Guide covers the three stages of financial wellness: Paying down debt Paying  Read more ➝

3 Key Questions for Planning Your Budget

By Elena Arroyo When I got married, I remember the horrible dread of having “The Budgeting Discussion” with my future spouse. I had no patience for limits and concessions—I was busy building my Pinterest board (rosemary is so in right now), trying to figure out how much celosia I could cram into a table centerpiece  Read more ➝