March 11, 2021

Ask Dana! Through the AGES

From the day we are born to the day we pass on, there are many important milestones in our financial lives that are triggered as we age. Here are some of the more important ages to keep in mind. read more

January 21, 2021

Lift Retirement: News & Information for Employees

• The Importance of a retirement plan committee and annual reviews • ERISA updates: 5 big changes plan sponsors need to know • Think green: e-disclosures read more

January 12, 2021

Ask Dana! Save More: A Financial Resolution on Autopilot

Hi Dana: One of my financial resolutions is to save more, especially for retirement. How do I know where to save? read more

December 21, 2020

2021 Compliance Calendar Deadlines for 401(k) Plans

Download and share with your retirement plan committee read more

December 3, 2020

3 Cost Effective Ways to Expand 401(k) Participation

Offering a retirement plan shows your employees that you are committed to helping them save for their future. A matching formula is a great way to give a little bit more to your employees and increase contributions. read more

November 12, 2020

Ask Dana: 8 Essential Year-End Financial Planning Tips

Hi Dana: Is there anything I need to be paying attention to before the end of the year? (Other than holiday shopping, of course!) read more

November 4, 2020

Ask Dana: A Column Where Personal Finance & Life Intersect

“Dana, I’ve recently lost a spouse. On top of an overall feeling of mourning and loss, I find myself overwhelmed with the estate and financial matters and don’t know where to begin. Please help!” read more

October 13, 2020

Lift Retirement: News & Information for Employees

  5 Ways Total Rewards Can Help Recruit Top Talent 4 Qualified Plan Tax Advantages for Employers Pros and Cons of Taking Coronavirus-Related Distributions from Retirement Savings Newsletter – Q4 2020 Lift Retirement read more

September 23, 2020

Ask Dana! A Column Where Personal Finance & Life Intersect

Hi Dana! What is Financial Life Planning and how can it change my life? Financial Life Planning connects the dots between our financial realities and the lives we long to live. Life Planning focuses on the human side of financial planning. This is where we can tap into our inspirational fire. This is where the magic happens. read more

September 14, 2020

September is Life Insurance Awareness Month

The reason for having life, health, or disability insurance is the answer to one simple question: “Who do you want to protect?"" read more

September 3, 2020

Increasing retirement and tax deferred savings for small business owners and the self-employed

As the presidential election draws near, business owners are reviewing the potential tax code changes being proposed by former vice president and current Democratic nominee Joe Biden. His proposals would alter certain provisions of the 2017 Tax Cuts and Jobs Act, increasing income, payroll and business taxes, primarily for taxpayers with taxable income over $400,000. read more

July 2, 2020

Lift Retirement: News & Information for Employees

5 Ways Total Rewards Can Help Recruit Top Talent. 4 Qualified Plan Tax Advantages for Employers. Pros and Cons of Taking Coronavirus-Related Distributions from Retirement Savings. read more

May 26, 2020

Protect Yourself, Protect Your Data

With the COVID-19 pandemic impacting the globe, opportunistic cyber criminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other spoofing schemes. read more

January 29, 2020

Lift Retirement: News & Information for Employees

Thinking About Changing 401(k) Providers? Five Things You Should Know. 10 Steps to Help You Handle a DOL Investigation. Managing Risk: Do's and Don'ts for Your Company's Retirement Plan Committee. read more

January 15, 2020

2020 Compliance Calendar Deadlines for 401(k) Plans

The deadlines in this calendar are for plans with calendar-year plan years. read more

January 2, 2020

SECURE Retirement Act: What Business Owners and Investors Need to Know

The SECURE Retirement Act was passed on December 20, 2019 and will become law on January 1, 2020. There are important and sweeping changes to the retirement landscape that will promote certain actions and discourage others. read more

December 24, 2019

*BREAKING NEWS* SECURE Act and What 401(k) Plan Sponsors Need to Know

On December 23rd, one of the largest changing legislative acts to impact America’s retirement system was signed into effect. read more

December 11, 2019

20 Questions to Ask A Recordkeeper

Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. read more

November 14, 2019

2020 Retirement Plan Contribution Limits

On November 6th, 2019, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for tax year 2020. read more

November 5, 2019

3 Tips To Tackle Debt and Help Brighten Your Financial Future

If you want to predict the wants, needs and fears of participants when it comes to retirement planning, look into the potential of predictive analytics. read more

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