You Need a Process To Win More Plans
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing the costs and benefits of a retirement plan, then...Read More
The DOL’s Fiduciary Rule: Where Will We Go Now?
Much has been speculated about the Fifth Circuit Court of Appeals ruling last Thursday to vacate the Fiduciary Rule, perhaps most notably the fact that the decision really only applies...Read More
More Lawsuits: Ripple Effects from Tibble v. Edison
Late last summer, the U.S. District Court judge in the landmark 401(k) fee case, Tibble v. Edison, brought 10 years of legal wrangling to an end when he ruled in...Read More
“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazine
John Sullivan of the 401kSpecialist just published an article describing RiXtrema’s recent acquisition of Larkspur Data and what this means for retirement plan advisors across the country. Daniel Satchkov and...Read More