Blog Full With Right Sidebar

This is Yon Perullo of Larkspur-RiXtrema. For months we have been working on LE PRO to help you sell retirement plans on autopilot, using automated email campaigns. And with all the latest events LE PRO can grow your business better than any...

New Reality Sets In- How You Can Plans When Nobody Travels

Larkspur Executive

New Reality Sets In: How You Can Sell Plans When Nobody Travels

Daniel Satchkov

14 Apr 2020

We are living in surreal times. The world around changes seemingly in days, as if in a futuristic movie. But the consequences for our lives and livelihood are not imaginary. Some consequences are obviously negative. Some are positive: people spend more time...

Regulation Best Interest

Here’s What The SEC Is Looking For In It’s First Reg-BI Exams

Colin Ward

13 Apr 2020

The SEC is sympathetic to COVID-19 efforts Is your firm ready to show a good-faith effort? Don’t forget these critical compliance steps What is the CRS Form? Rixtrema’s Reg-BI Optimizer Even though markets are focused on the impacts of COVID-19, the SEC...

Investing Retirement Plans

RIAs Beware! Small Mistakes Can Carry Expensive Fines For 401(k) Plan Sponsors

Colin Ward

13 Apr 2020

Fidelity is a Frequent 401(k) Lawsuit Defendant Oracle’s $12 million-mistake Market corrections are marketing opportunities Key Takeaways RiXtrema’s 401k Fiduciary Optimizer was created to help Financial Advisors inform plan sponsors of hidden flaws. Don’t think for a second that plan sponsors are...

Regulation Best Interest

Reg-BI Isn’t Delayed Because Of COVID-19

Colin Ward

09 Apr 2020

The markets are tumbling and 10 million people filed for unemployment in the last two weeks. But, don’t think for a second that the SEC is rolling back the June 30th Regulation Best Interest compliance deadline. The SEC confirmed this week that...

Larkspur Executive

Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans

Daniel Satchkov

08 Apr 2020

Imagine combining features of an email marketing engine such MailChimp with the most detailed database of 700K+ plans and 1.2M+ executive contacts at plan sponsors. All this is connected to technology that writes custom letters for each plan sponsor based on predefined...

Blog Full With Right Sidebar

Sell Plan Sponsors From Home on Autopilot: LE PRO Registration is Open!

New Reality Sets In: How You Can Sell Plans When Nobody Travels

Here’s What The SEC Is Looking For In It’s First Reg-BI Exams

RIAs Beware! Small Mistakes Can Carry Expensive Fines For 401(k) Plan Sponsors

Reg-BI Isn’t Delayed Because Of COVID-19

Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans

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