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 Design and Auto Features
  • Our 401(k) Investments are on the Watchlist. Now What?
  • Lawsuits Over the Years and What it Means for Plan Sponsors

 

Download LIFT Retirement

 

 


Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor.  GRP, LPL Financial, and Washington Financial Group are separate non-affiliated entities.

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.

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