3(16) Fiduciary Services become more popular among Plan Sponsors
Recently, 3(16) Fiduciary Services became more popular among Plan Sponsors, who want to offload some of the work from their pension plan. In a recent conversation between Fred Barstein, founder...Read More
Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan
In today’s 1-minute case study, we’re going to take a look at how we can “crash test” a retirement plan menu using the Portfolio Crash Test tool. Users of our...Read More
15 Weekly Stats: Week of October 1, 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
Top 5 Larkspur-Rixtrema Blog Posts for September 2018
Here are the most popular blog posts for the month of September 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. How to...Read More
The importance of explaining 401k-related calculations to plan participants
It is often difficult to keep up in the modern fast paced world. Many people sign up for their company’s 401(k) plan and then do nothing, thinking that the plan...Read More
5 Articles for your weekend reading list: September 29-30, 2018
Here are five suggested articles to read this weekend: 1. Why Partnering With an IRA Rollover Provider is Right for 401k Advisors – Year-end planning for business owners takes on many forms....Read More