New Reality Sets In: How You Can Sell Plans When Nobody Travels
We are living in surreal times. The world around changes seemingly in days, as if in a futuristic movie. But the consequences for our lives and livelihood are not imaginary....Read More
Friday, December 19, 2025
Blog 3 Columns – Masonry
Caption placed here
Here’s What The SEC Is Looking For In It’s First Reg-BI Exams
The SEC is sympathetic to COVID-19 efforts Is your firm ready to show a good-faith effort? Don’t forget these critical compliance steps What is the CRS Form? Rixtrema’s Reg-BI Optimizer...Read More
RIAs Beware! Small Mistakes Can Carry Expensive Fines For 401(k) Plan Sponsors
Fidelity is a Frequent 401(k) Lawsuit Defendant Oracle’s $12 million-mistake Market corrections are marketing opportunities Key Takeaways RiXtrema’s 401k Fiduciary Optimizer was created to help Financial Advisors inform plan sponsors...Read More
Reg-BI Isn’t Delayed Because Of COVID-19
The markets are tumbling and 10 million people filed for unemployment in the last two weeks. But, don’t think for a second that the SEC is rolling back the June...Read More
Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans
Imagine combining features of an email marketing engine such MailChimp with the most detailed database of 700K+ plans and 1.2M+ executive contacts at plan sponsors. All this is connected to...Read More
Here’s How You Can Take The Offensive While Competitors Hunker Down
Take the offensive during this financial downturn Plan Sponsors are under pressure from Participants Make your marketing seamless and automatic Set it and forget it Take the offensive during this...Read More
The CARES Act and What It Means For Plan Participants
President Donald Trump signed the $2.3 trillion coronavirus stimulus legislation on Friday, 3/27/20, a.k.a. The “Coronavirus Aid, Relief and Economic Security” Act (CARES). The Act represents government spending equal...Read More
How Funnelling Can Help Financial Advisors find Prospects
Jean Palmer-Maloney is the Co-founder of ABEM Digital Creations, a marketing consultancy company that helps businesses by connecting their internet appearances into a profit-making presence. Jean gave us a...Read More
What Will The March Unemployment Rate Show
As every market watcher or person stuck at home watching cable news is now aware, Initial Jobless Claims came in at a staggering 6.6m new claims. With the revision to...Read More
Larkspur Executive converts Prospects to Clients
Larkspur Executive provides powerful retirement plan analytics along with a relentless marketing process that can be used to win the business of plan sponsors. It allows advisors to analyze...Read More
SCOTUS Ruling Alert! Plan Sponsors And Fiduciaries May Risk Litigation
Don’t Fear the Ruling Here’s what the Court Found How advisors can benefit from this ruling This ruling will not change anytime soon Here are some next steps for advisors...Read More
Turbocharge Your Plan Prospecting
Yon Perullo and Daniel Satchkov discuss how RiXtrema’s Larkspur Executive premium packages can take your email marketing campaigns to the next level with targeted email sequences.