Blog 3 Columns - Masonry

Here are five suggested articles to read this weekend: 1. What are Unitized Model Portfolios and Why Should 401k Advisors Care? – Unitized model portfolios are getting an increased amount of attention from...

Advisors concerned about consolidation among record keepers in the 401K business

Daniel Satchkov

07 Sep 2018

InvestmentNews recently reported on how the consolidation of record-keepers could be a bad omen for 401(k) plans. Over the years, many record-keepers have been sold or merged together with other...

Telling Your Clients Why It Is Never a Good Idea to Withdraw from a 401(k) Plan Early

Daniel Satchkov

06 Sep 2018

Financial experts generally advise against borrowing from – and especially withdrawing early – from retirement accounts. And for a good reason. The retirement account is a special financial vehicle designed...

Video: Deliver Amazing Value Proposition with 5+ million High-net-worth prospects

Daniel Satchkov

04 Sep 2018

We have changed the way advisors use risk management and prospect. These processes used to be artificially separated workflows that belong together. If you have a great prospect, assessing risk of the portfolio will help in bringing them onboard.

Your 1 minute case study on 401K Retirement Plans: Maximizing Plan Performance

Daniel Satchkov

04 Sep 2018

For this week’s Larkspur-RiXtrema case study, we’re going to take a look at the Summary report of a random plan and we’ll try to optimize it in terms of performance,...

15 Weekly Stats: Week of September 3, 2018

Daniel Satchkov

04 Sep 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...

Why 401k plan fee benchmarking should be important to every Plan Fiduciary

Daniel Satchkov

31 Aug 2018

Financial Advisors and 401(k) Plan Fiduciaries have been long obligated to explain or justify their fees, based on the scope of their services, the quality and the value they deliver...

5 Articles for your weekend reading list: September 1-3, 2018

Daniel Satchkov

31 Aug 2018

Here are five suggested articles to read this weekend: 1. Companies Without a 401k Miss Out on Top Talent– The spotlight’s been focused on employee benefits lately, with a steadily low...

How Financial Advisors Can Turn a Cold Call Into a Discussion of Value

Daniel Satchkov

30 Aug 2018

Webinar from 10th of May 2018, showing how Prospect of Wealth allows you to find High Net worth individuals in your area and reach out to them with a dialog about the Risk of their 401k using advanced Stress Testing from RiXtrema

Your 1 minute case study on 401K Retirement Plans: Improving 404(c) Diversification

Daniel Satchkov

28 Aug 2018

For this week’s Larkspur-RiXtrema case study, we’re going to take a look at a plan’s investment menu and how we can improve on it’s diversification to satisfy 404(c) requirements. By...

15 Weekly Stats: Week of August 27, 2018

Daniel Satchkov

28 Aug 2018

Blog 3 Columns – Masonry

5 Articles for your weekend reading list: September 8-9, 2018

Advisors concerned about consolidation among record keepers in the 401K business

Telling Your Clients Why It Is Never a Good Idea to Withdraw from a 401(k) Plan Early

Video: Deliver Amazing Value Proposition with 5+ million High-net-worth prospects

Your 1 minute case study on 401K Retirement Plans: Maximizing Plan Performance

15 Weekly Stats: Week of September 3, 2018

Why 401k plan fee benchmarking should be important to every Plan Fiduciary

5 Articles for your weekend reading list: September 1-3, 2018

How Financial Advisors Can Turn a Cold Call Into a Discussion of Value

Your 1 minute case study on 401K Retirement Plans: Improving 404(c) Diversification

15 Weekly Stats: Week of August 27, 2018