What you need to know about the Crash Rating in Portfolio Crash Testing
Crash Rating is a number used to measure the risk of a portfolio. It is a representation of the loss a portfolio may incur during our worst stress-testing scenarios. Here are...Read More
How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients
Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty...Read More
5 Articles for your weekend reading list: September 22-23, 2018
Here are five suggested articles to read this weekend: 1. STOP Being a Monday Morning 401k Quarterback – It’s easy to walk into a prospect meeting, look at the 401k plan playback...Read More
The ultimate tool for documenting every part of your best-interest practice
Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice: Create a comprehensive best interest report that will analyze investment fees, plan fees, advisory fees,...Read More
5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary
Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because: 1. Larkspur-RiXtrema tools will help you get a better understanding of the...Read More
Follow These 4 Simple Steps to Win Over Prospects and Grow your Practice
Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with...Read More