Blog 3 Columns - Masonry

One fiduciary-friendly rollover advice can come in the form of the explanation why rollover would benefit a client. For example, if a client currently has 401k plan with an employer,...

The Importance of Making a Sample Financial Plan For Your 401k Clients

Daniel Satchkov

06 Nov 2018

In his recent Periscope broadcast, Michael Kitces talks about the necessity to create a Sample Financial Plan for prospective and new clients as an essential step in building trustful relationships...

15 Weekly Stats: Week of November 5, 2018

Daniel Satchkov

06 Nov 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...

5 Articles for the financial advisor weekend reading list: October 27-28, 2018

Daniel Satchkov

26 Oct 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Eight Reasons a Financial Crisis is Coming – It’s been about 10 years since the last financial crisis. FocusEconomics wants...

Why 401k Financial Literacy Should Never Be Overlooked

Daniel Satchkov

25 Oct 2018

In 401kSpecialistMag’s recent interview of Heffernan Financial Services’ Blake Thibault, we heard about the importance of 401k financial literacy for somebody’s financial wellness. How can somebody be financially well if...

What Can You Do As a Retirement Plan Advisor to Help Plan Sponsors?

Daniel Satchkov

25 Oct 2018

According to Fidelity’s most recent plan sponsor attitude’s survey, we know that 92% of plan sponsors do use a plan advisor. It’s also been shown time after time, that having...

Larkspur-Rixtrema to Showcase the Larkspur Executive Tool at the Excel 401(k) Conference

Daniel Satchkov

24 Oct 2018

Come meet us at this year’s Excel 401(K) The Advisors’ Conference, where we will be showcasing our recently released Larkspur Executive tool along with other advisor tools we have to...

Experts’ Views Concerning the Proposed DOL Rule to Expand Open MEPs

Daniel Satchkov

23 Oct 2018

On Monday, Department of Labor proposed a new rule to allow small businesses to pool together to offer workers retirement plans. This can be seen as direct response to the...

What Fiduciaries to a Retirement Plan Need to do for the Best Plan Design

Daniel Satchkov

23 Oct 2018

Advisors who work with plan sponsors should always be focused on creating value when designing a retirement plan to benefit plan participants. The greatest benefit of having a retirement plan...

15 Weekly Stats: Week of October 22, 2018

Daniel Satchkov

22 Oct 2018

Larkspur Executive Special Offer Starts Today: Win More Plans Than Ever Before!

Daniel Satchkov

22 Oct 2018

Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot afford to use the same data and tools as...

Main Reason Why Millennials Are Not Investing in Retirement Enough

Daniel Satchkov

17 Oct 2018

It seems a recurring theme in the 401k industry is the problem of younger generations not investing as much as they should. Plenty of studies have published reasons why, and...

Blog 3 Columns – Masonry

Vital Tips to Offering Fiduciary-Friendly Rollover Advice

The Importance of Making a Sample Financial Plan For Your 401k Clients

15 Weekly Stats: Week of November 5, 2018

5 Articles for the financial advisor weekend reading list: October 27-28, 2018

Why 401k Financial Literacy Should Never Be Overlooked

What Can You Do As a Retirement Plan Advisor to Help Plan Sponsors?

Larkspur-Rixtrema to Showcase the Larkspur Executive Tool at the Excel 401(k) Conference

Experts’ Views Concerning the Proposed DOL Rule to Expand Open MEPs

What Fiduciaries to a Retirement Plan Need to do for the Best Plan Design

15 Weekly Stats: Week of October 22, 2018

Larkspur Executive Special Offer Starts Today: Win More Plans Than Ever Before!

Main Reason Why Millennials Are Not Investing in Retirement Enough