Why 401k plan fee benchmarking should be important to every Plan Fiduciary
Financial Advisors and 401(k) Plan Fiduciaries have been long obligated to explain or justify their fees, based on the scope of their services, the quality and the value they deliver...Read More
5 Articles for your weekend reading list: September 1-3, 2018
Here are five suggested articles to read this weekend: 1. Companies Without a 401k Miss Out on Top Talent– The spotlight’s been focused on employee benefits lately, with a steadily low...Read More
How Financial Advisors Can Turn a Cold Call Into a Discussion of Value
Webinar from 10th of May 2018, showing how Prospect of Wealth allows you to find High Net worth individuals in your area and reach out to them with a dialog about the Risk of their 401k using advanced Stress Testing from RiXtrema
Your 1 minute case study on 401K Retirement Plans: Improving 404(c) Diversification
For this week’s Larkspur-RiXtrema case study, we’re going to take a look at a plan’s investment menu and how we can improve on it’s diversification to satisfy 404(c) requirements. By...Read More
15 Weekly Stats: Week of August 27, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides...Read More
5 Articles for your weekend reading list: August 25-26, 2018
Here are five suggested articles to read this weekend: 1. More Young Participants Committing 401k Faux Pas – Early withdrawals from 401ks and other retirement accounts are on the rise among younger...Read More