Case Study: Searching By Service Providers
Targeting a plan’s record keeper or current advisor is one of the most commonly asked about features for our Larkspur Executive. Do we know who their current advisor is? Their plan administrator? The answer to these questions is: yes, we do know for many plans
Are investors moving away from active target date funds into their passive counterparts?
InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active target date funds hold $570 billion while passive hold $480...Read More