5 Articles for your weekend reading list: September 8-9, 2018
Here are five suggested articles to read this weekend: 1. What are Unitized Model Portfolios and Why Should 401k Advisors Care? – Unitized...Read More
Wednesday, December 17, 2025
Blog 4 Columns
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Advisors concerned about consolidation among record keepers in the 401K business
InvestmentNews recently reported on how the consolidation of record-keepers could be a bad omen for 401(k) plans. Over the years,...Read More
Telling Your Clients Why It Is Never a Good Idea to Withdraw from a 401(k) Plan Early
Financial experts generally advise against borrowing from – and especially withdrawing early – from retirement accounts. And for a good...Read More
How to help plan sponsors avoid litigation and limit potential losses
Every 401k plan sponsor has a fiduciary obligation to plan participants. If employees accuse a plan sponsor/employer of not being...Read More
Video: Deliver Amazing Value Proposition with 5+ million High-net-worth prospects
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
For this week’s Larkspur-RiXtrema case study, we’re going to take a look at the Summary report of a random plan...Read More
15 Weekly Stats: Week of September 3, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
Why 401k plan fee benchmarking should be important to every Plan Fiduciary
Financial Advisors and 401(k) Plan Fiduciaries have been long obligated to explain or justify their fees, based on the scope...Read More