Blog Full With Right Sidebar

For this week’s Larkspur-RiXtrema case study, we’re going to take a look at the Summary report of a random plan and we’ll try to optimize it in terms of performance, and cost-efficiency. As you already know the 401kFiduciaryOptimizer algorithm automatically provides you...

15 Weekly Stats

15 Weekly Stats: Week of September 3, 2018

Daniel Satchkov

04 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 an operational insurance platform that allows our partners to provide the highest...

401k FiduciaryOptimizer Plan Fiduciary

Why 401k plan fee benchmarking should be important to every Plan Fiduciary

Daniel Satchkov

31 Aug 2018

Financial Advisors and 401(k) Plan Fiduciaries have been long obligated to explain or justify their fees, based on the scope of their services, the quality and the value they deliver to 401(k) plan clients. Сertain aspects of benchmarking are “non-negotiable” as Plan...

5 Articles for your weekend reading list: September 1-3, 2018

Daniel Satchkov

31 Aug 2018

Here are five suggested articles to read this weekend: 1. Companies Without a 401k Miss Out on Top Talent– The spotlight’s been focused on employee benefits lately, with a steadily low unemployment rate that’s left businesses scrambling to stand out while granting jobseekers...

How to

How Financial Advisors Can Turn a Cold Call Into a Discussion of Value

Daniel Satchkov

30 Aug 2018

Webinar from 10th of May 2018, showing how Prospect of Wealth allows you to find High Net worth individuals in your area and reach out to them with a dialog about the Risk of their 401k using advanced Stress Testing from RiXtrema

Case Study

Your 1 minute case study on 401K Retirement Plans: Improving 404(c) Diversification

Daniel Satchkov

28 Aug 2018

For this week’s Larkspur-RiXtrema case study, we’re going to take a look at a plan’s investment menu and how we can improve on it’s diversification to satisfy 404(c) requirements. By default, the 401kFiduciaryOptimizer will build a proposed plan menu of quantitatively similar...

Blog Full With Right Sidebar

Your 1 minute case study on 401K Retirement Plans: Maximizing Plan Performance

15 Weekly Stats: Week of September 3, 2018

Why 401k plan fee benchmarking should be important to every Plan Fiduciary

5 Articles for your weekend reading list: September 1-3, 2018

How Financial Advisors Can Turn a Cold Call Into a Discussion of Value

Your 1 minute case study on 401K Retirement Plans: Improving 404(c) Diversification

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