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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

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