2021 Q1: Lift Retirement Newsletter

As we start to resume “business as usual” in the new year, it’s important to revisit your fiduciary duties, which never take a holiday break!

Our quarterly newsletter touches on fiduciary plan governance topics to help you stay informed on what has changed or requires action this year:

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