Blog 3 Columns - Masonry

Recently, 3(16) Fiduciary Services became more popular among Plan Sponsors, who want to offload some of the work from their pension plan. In a recent conversation between Fred Barstein, founder...

Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan

Daniel Satchkov

02 Oct 2018

In today’s 1-minute case study, we’re going to take a look at how we can “crash test” a retirement plan menu using the Portfolio Crash Test tool. Users of our...

15 Weekly Stats: Week of October 1, 2018

Daniel Satchkov

01 Oct 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...

The importance of explaining 401k-related calculations to plan participants

Daniel Satchkov

01 Oct 2018

It is often difficult to keep up in the modern fast paced world. Many people sign up for their company’s 401(k) plan and then do nothing, thinking that the plan...

5 Articles for your weekend reading list: September 29-30, 2018

Daniel Satchkov

28 Sep 2018

Here are five suggested articles to read this weekend: 1. Why Partnering With an IRA Rollover Provider is Right for 401k Advisors – Year-end planning for business owners takes on many forms....

Avoiding lawsuits through fiduciary best practices

Daniel Satchkov

27 Sep 2018

Within the course of the past few years from time to time we would hear about a case where a university, a hospital or a firm would be taken to...

Reasons Why 401k Participants are Dealing with Financial Stress

Daniel Satchkov

25 Sep 2018

In a recent plan participant survey by OneAmerica, the results are clear that many participants are having financial stress, and not all of it has to do with saving for...

15 Weekly Stats: Week of September 24, 2018

Daniel Satchkov

24 Sep 2018

What you need to know about the Crash Rating in Portfolio Crash Testing

Daniel Satchkov

24 Sep 2018

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...

How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients

Daniel Satchkov

24 Sep 2018

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...

5 Articles for your weekend reading list: September 22-23, 2018

Daniel Satchkov

21 Sep 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...

Blog 3 Columns – Masonry

3(16) Fiduciary Services become more popular among Plan Sponsors

Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan

15 Weekly Stats: Week of October 1, 2018

Top 5 Larkspur-Rixtrema Blog Posts for September 2018

The importance of explaining 401k-related calculations to plan participants

5 Articles for your weekend reading list: September 29-30, 2018

Avoiding lawsuits through fiduciary best practices

Reasons Why 401k Participants are Dealing with Financial Stress

15 Weekly Stats: Week of September 24, 2018

What you need to know about the Crash Rating in Portfolio Crash Testing

How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients

5 Articles for your weekend reading list: September 22-23, 2018