What Retirement Plan Advisors Can Offer to Plan SponsorsDaniel Satchkov13 Apr 2018In recent article/vlog on 401ktv a plan sponsor discusses the importance of working with a Retirement Plan Advisor and the benefits that...Read More
Robo-adviser that helps find other robo-advisers?Daniel Satchkov10 Apr 2018A recent Tearsheet article, mentions a new startup whose primary focus will be to help clients find digital investment products...Read More
Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)Daniel Satchkov09 Apr 2018RiXtrema found that plan sponsors and their advisors can save billions for the participants, Financial Advisor Magazine writes. You can...Read More
You Need a Process To Win More PlansDaniel Satchkov09 Apr 2018Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by...Read More
The DOL’s Fiduciary Rule: Where Will We Go Now?Daniel Satchkov27 Mar 2018Much has been speculated about the Fifth Circuit Court of Appeals ruling last Thursday to vacate the Fiduciary Rule, perhaps...Read More
More Lawsuits: Ripple Effects from Tibble v. EdisonLuke St. Angelo15 Feb 2018Late last summer, the U.S. District Court judge in the landmark 401(k) fee case, Tibble v. Edison, brought 10 years...Read More
“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazineLuke St. Angelo26 Jan 2018John Sullivan of the 401kSpecialist just published an article describing RiXtrema’s recent acquisition of Larkspur Data and what this means...Read More
Larkspur-RiXtrema President Daniel Satchkov on How Quickly Is Disruption Happening In The 401k Space?Daniel Satchkov27 Nov 2017Don’t get overly distracted by the fiduciary rule. Daniel Satchkov has some sensible advice, says John Sullivan of 401kSpecialistMag at...Read More