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Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and minimize risk of large losses”. According to Modern Portfolio Theory (a theory featured prominently in ERISA law cases), there are essentially two...

Prospecting Using Larkspur-RiXtrema Tools

Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”

Daniel Satchkov

03 Jul 2018

The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool for financial advisors from Larkspur-Rixtrema: “…RiXtrema, a portfolio stress testing tool that...

Here’s What People Are Saying About State Fiduciary Rules

Daniel Satchkov

02 Jul 2018

It’s been a while since the battle between federal fiduciary rule advocates and the financial services industry started. The U.S. Department of Labor rule is designed to oblige financial advisors to act in the best interest of clients when providing advice on...

403(b) Plans

Q&A: 403(b) Plans and Puerto Rico

Daniel Satchkov

28 Jun 2018

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? Do we exclude them in a U.S. based 403b plan based on...

Case Study

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, we can see a huge potential to save from taking another look...

Blog Full With Right Sidebar

How 401kFO Software Helps Improve Diversification As Required By 404(c)

Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”

Top 5 Larkspur-Rixtrema Blog Posts for June 2018

Here’s What People Are Saying About State Fiduciary Rules

Q&A: 403(b) Plans and Puerto Rico

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