Blog 3 Columns

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...

The ultimate tool for documenting every part of your best-interest practice

Daniel Satchkov

20 Sep 2018

Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice: Create a comprehensive best interest report that will analyze investment fees, plan fees, advisory fees,...

5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary

Daniel Satchkov

19 Sep 2018

Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because: 1. Larkspur-RiXtrema tools will help you get a better understanding of the...

Follow These 4 Simple Steps to Win Over Prospects and Grow your Practice

Daniel Satchkov

18 Sep 2018

Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with...

15 Weekly Stats: Week of September 17, 2018

Daniel Satchkov

17 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...

Building and Managing Your Retirement Plan Pipeline

Daniel Satchkov

17 Sep 2018

One analogy I often use is that a qualified plan database (or any prospecting database) is like a gym membership. You can get all sorts of benefits from it, but...

6 Best Practices For Reaching a Busy Plan Sponsor

Daniel Satchkov

17 Sep 2018

We at Larkspur-RiXtrema know how difficult it can be to keep up in the retirement plan space. There are so many wasteful plans out there, and it can seem easy to reach...