Top 5 Larkspur-Rixtrema Blog Posts for July 2018
Here are the most popular blog posts for the month of July 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. Financial Advisor...Read More
Excessive Fees Lawsuits Never Go Away
Not only professionals who work in the financial industry constantly hear about various lawsuits where participant-plaintiffs are suing plan administrators for breaching their fiduciary duty in the administration of the plan,...Read More
14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing
Portfolio Crash Testing (PCT) is different from all other stress testing systems (including those available to institutions) for numerous reasons. Our experts at Larkspur-Rixtrema, have put together a detailed list...Read More
15 Weekly Stats: Week of July 30, 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
Plan Advisors increasingly pulled into 401(k) plan litigation
Source Advisors are increasingly being pulled into 401(k) plan litigation under novel theories of liability and need to pay extra attention in documenting their actions, a prominent ERISA attorney told...Read More
The One Thing You Must Do As a Retirement Plan Advisor
If you’re managing one or even several 401(k) retirement plans, it’s important to know what services plan sponsors really want and expect you to provide. Providing desired services obviously helps...Read More