Blog 3 Columns

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?...

Your 1 minute case study on 401K Retirement Plans: A huge potential to save

Daniel Satchkov

27 Jun 2018

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,...

A List of Issues Found in 403b Plans

Daniel Satchkov

27 Jun 2018

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...

Five New Members Announced to the 2018 ERISA Advisory Council

Daniel Satchkov

26 Jun 2018

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...

15 Traits No Financial Advisor Should be Without

Daniel Satchkov

26 Jun 2018

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...

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

Daniel Satchkov

22 Jun 2018

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...

The Dos and Don’ts of Email Marketing for Financial Advisors

Daniel Satchkov

22 Jun 2018

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...