Q4 2019 Lift Retirement Newsletter

As we approach the New Year, we look at the future trends of the retirement plan industry to better support plan design, plan administration, participant outcomes, and fiduciary plan governance. Download and enjoy our quarterly Lift Retirement Newsletter!

Our topics this quarter are:

  • Big Data to Drive Participant Outcomes
  • How Data Analytics Can Help You Make Retirement Plan Decisions
  • What are Corrective Distributions and How to Avoid Them Going Forward

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Check the background of this financial professional on FINRA's BrokerCheck