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Tuesday, March 28, 2023
  • Trending/How to Avoid 401(k) Theft in 2023
  • Trending/Why Multi-Factor Stress Testing is so Powerful
  • Trending/Ways to Avoid Disclosure Violations
  • Trending/Participant Education is King
  • Trending/How Your Portfolio Reacts Under Certain Market Conditions
  • rixtrema.com
  • Blog
  • Reg BI
  • Software Case Study
    • Case Studies – Reg BI Optimizer
    • Case Studies – Portfolio Crash Testing
    • Case Studies – Planisphere
    • Case Studies – Larkspur Executive
    • Case Studies – 401kFO
  • Investing Counterpoint
News

How to Avoid 401(k) Theft in 2023

Gennady Prokofyev
24 Mar 2023
News

Why Multi-Factor Stress Testing is so Powerful

German Lee
13 Mar 2023
News

Ways to Avoid Disclosure Violations

Svetlana Patokova
07 Mar 2023
News

Participant Education is King

Gaurrav Beddi
22 Feb 2023

401kFO (Case Studies)

401k FiduciaryOptimizerNews

CITs in the 401(k) Field: The Price of Change

Gennady Prokofyev
17 Feb 2022

Quick User Guide – 401kFO Steps

Client Success Team
21 Jun 2021

Reconsider Adding Revenue-Sharing Funds To Your Investment Menu

Tatiana Novosiltseva
21 May 2021

More than half of Americans took from their retirement savings amid the global pandemic, the survey finds.

Sumon Bose
30 Apr 2021

Calendar

March 2023
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Larkspur Executives (Case Studies)

In 2020, email marketing is now as important as it has ever been. Despite what some people may think, email as a platform for reaching out to prospects is actually more effective than ever. It’s quick, easy, and a direct line to most people. Especially during a time where many people aren’t going into their office every day, email can be the best way to reach people.
Case Studies - Larkspur Executive

Why You Need to Keep Marketing

Luke St. Angelo
12 Oct 2022

Individual Reports in Larkspur

Client Success Team
22 Sep 2021

Larkspur Executive Pro / Pro-Plus Campaign Follow Up

Jack Block
07 May 2021
CRM Enhancements For Easier Follow-ups

CRM Enhancements For Easier Follow-ups

Gennady Prokofyev
17 Mar 2021

Portfolio Crash Testing (CS)

Case Studies - Portfolio Crash TestingNewsPortfolio Crash Testing Pro

In Troubled Times Get Back to 401(k) Basics

Gaurrav Beddi
24 Oct 2022

Quick User Guide – Portfolio Crash Test PRO

Client Success Team
08 Jul 2021

How’s VaR working out?

Yon Perullo
18 Mar 2020
RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox

RiXtrema integrates with Wealthbox CRM

Colin Ward
11 Mar 2020

Regulation BI (Case Studies)

Quick User Guide – RegBI Optimizer

Client Success Team
22 Jun 2021
3 tricks to navigating the Admin Panel-min

3 Tricks to Navigating the Admin Panel

Colin Ward
28 Jul 2020

Proving Compliance With the PDF Tool For SEC Exams

Colin Ward
27 Jul 2020

Planisphere (Case Studies)

Quick User Guide – Planisphere

Client Success Team
18 Jun 2021

Winning 401k Business Nearby with Planisphere

Gennady Prokofyev
18 Jul 2019

Prospecting Plans with the Lowest Ratings in Planisphere

Gennady Prokofyev
25 Jun 2019

CoinOptimizer (Case Studies)

Case Studies - CoinOptimizer

How to Assess Risk When Investing in Crypto – Use Coinoptimiser

German Lee
11 Jun 2021

Prospect of Wealth (CS)

Case Studies - POW

Quick User Guide – Prospects of Wealth

Client Success Team
22 Jun 2021
InvestingNews

How to Protect Portfolios against Inflation

Svetlana Patokova
28 Oct 2022

Predicting S&P Returns Using the VIX

Yon Perullo
06 Dec 2021

Is 2022 the Year Advisors Adopt Nontraditional Fees?

Tatiana Kovaleva
25 Nov 2021

What 401k Plan Sponsors Need to Know About the Investment Policy Statement

Gennady Prokofyev
13 Sep 2021
Different Tiers For Tax Deffered Investments

Different Tiers For Tax Deferred Investments

Alexandr Starodubtsev
21 Apr 2021
We have had several clients ask for scenarios that pertain to the upcoming US presidential elections. Clearly there is a lot of uncertainty around an election that is more divisive than any in memory. While direct comparisons to other events in US history are hard to come by, we have certainly seen our fair share of contentious presidential elections 2020 US

Contested Elections

Yon Perullo
11 Sep 2020

Unspent Business Development Money

Yon Perullo
21 Aug 2020

Regulation Best Interest

NewsRegulation Best Interest

SECURE 2.0: Over-Rated or Game-Changing?

Gennady Prokofyev
14 Feb 2023

With Reg BI comes New Compliance Liability

Tatiana Kovaleva
26 Oct 2021

New SEC Chairman Is Trying to Undo RegBI Rule, Republicans Say

Gennady Prokofyev
28 Jun 2021

New President is in, what’s in store for the SEC and Reg BI?

Luke St. Angelo
25 Jan 2021

Cryptocurrency

CryptocurrencyNews

What’s New in the World of Crypto?

Svetlana Patokova
25 Jan 2022

Adding Cryptocurrency to your 401(k) Plan: Risks and Best Practices

Gennady Prokofyev
29 Oct 2021

Crypto Awareness: The Road Is Winding, But The Wind Is High

German Lee
13 Aug 2021

Podcast: A Blockchain is Not a Blockchain: Decentralized and Permissioned Blockchains

Daniel Satchkov
12 Aug 2019
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RiXtrema - financial planning software company for financial advisor + insight from retirement and risk experts

Recent Posts

  • How to Avoid 401(k) Theft in 2023
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  • Ways to Avoid Disclosure Violations
  • Participant Education is King
  • How Your Portfolio Reacts Under Certain Market Conditions
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