Q&A: 403(b) Plans and Puerto Rico
Q. Our current pre-approved 403(b) plan does not exclude residents of Puerto Rico, but our PPA defined contribution plan does. Does the Puerto Rican tax code provide for 403(b) plans?...Read More
Thursday, March 19, 2026
Blog 3 Columns – Masonry
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Your 1 minute case study on 401K Retirement Plans: A huge potential to save
An Exclusive Case Study from Larkspur-Rixtrema Lets examine one of the plans from the 401k FiduciaryOptimizer tool. For example, if we take a look at VEEAM SOFTWARE CORPORATION 401(K) PLAN,...Read More
A List of Issues Found in 403b Plans
SOURCE Compiled from lists published by the IRS, DOL and Auditors, here are 10 items to check and review to make sure your 403b plan is operating in line with...Read More
How to Enhance Your 401(K) Plan Practice as a Retirement Plan Advisor
There are a few keys to enhance/optimize your 401k practice. Today we will take a look at four components that will streamline your business towards success if utilized correctly. Consistency...Read More
Five New Members Announced to the 2018 ERISA Advisory Council
Source WASHINGTON, DC – Today the U.S. Department of Labor announced the appointments of five new members as well as chair and vice chair to the 2018 Advisory Council on Employee...Read More
15 Traits No Financial Advisor Should be Without
1. Be sure to have a good reputation. Getting a strong referral from a past client can be a sign that people feel comfortable enough to recommend your services to...Read More
5 Quick facts on why AnnuityOptimizer will make you a trusted advisor
Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor: AnnuityOptimizer Demonstrates fees and projected cash flows for variable, fixed, fixed indexed annuities Compares any type...Read More
The Dos and Don’ts of Email Marketing for Financial Advisors
Imagine the excitement of starting up your computer and finding 50 emails requesting product information in your inbox! Email marketing can be incredibly lucrative if approached properly. But there are...Read More
4 Benefits of 401kFiduciaryOptimizer & How it will Help You with Plan Sponsors
The thing that most financial advisors struggle with is differentiating themselves from the competition. The analysis provided by the 401k Fiduciary Optimizer is uniquely compelling and really sets you apart...Read More
A New Way to Provide Massive Aggregate Plan Savings
Using 401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report The first optimization report that you will face using 401k FiduciaryOptimizer is called Low...Read More
What are the latest views, opinions and outlooks on the end of the DOL Fiduciary Rule?
With the June 13 deadline looming for the DOL to appeal to the Supreme Court and seek permission to argue its case fast approaching; various viewpoints have been mentioned in...Read More
Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.