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Is it important to factor in safety from creditors during a 401(k) rollover? How safe was the money in the 401(k) and how safe will it be in an IRA? How important is it to...

DOL’s Fiduciary Rule

DOL Fiduciary Rule Groundhog Day: What Just Happened & What It Means For You

Daniel Satchkov

11 Aug 2017

For those participating in the financial advice industry, it might seem like living out the movie Groundhog Day. Except instead of Bill Murray, the star of the movie is Alexander Acosta. Constant news of delays,...

Do I have to document best interest when doing rollovers?

Daniel Satchkov

05 Jun 2017

How does the DOL Rule Affect Me? Do I have to document best interest when doing rollovers? Effective June 9, 2017, financial advisors who provide investment advice to retirement plan participants have to adhere to...

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What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys

Daniel Satchkov

23 May 2017

What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys On May 22, Secretary of Labor Acosta confirmed something that we argued since the DOL...

Technical Advice Using Larkspur-RiXtrema Tools

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

Daniel Satchkov

11 Apr 2017

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took 17 days of non-stop calculation on powerful 32 CPU Core computers NEW YORK– April 11,...

Breaking News on Rollovers: What DOL Really Did on April 5

Daniel Satchkov

06 Apr 2017

We want to bring something very important to your attention regarding DOL Fiduciary Rule delay that was announced yesterday. The rule is delayed until June 9th and further examination of various provisions will happen throughout...

Blog Full With Both Sidebar

DOL Fiduciary Rule Best Interest Requirements: Creditor Protection in ERISA Plans

DOL Fiduciary Rule Groundhog Day: What Just Happened & What It Means For You

Do I have to document best interest when doing rollovers?

What June 9th DOL Rule Date Means For You: How to Not Be a Low Hanging Fruit for Litigation Attorneys

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

Breaking News on Rollovers: What DOL Really Did on April 5

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