Blog Full With Right Sidebar

It seems a recurring theme in the 401k industry is the problem of younger generations not investing as much as they should. Plenty of studies have published reasons why, and they all seem to come back to the same answer. 401kSpeciailstMag cites...

Plan Fiduciary Using Larkspur-RiXtrema Tools

How can Larkspur-Rixtrema’s Plan Monitor help plan advisors become better fiduciaries?

Daniel Satchkov

17 Oct 2018

Plan Monitor, which is part of the 401k Fiduciary Optimizer, would provide the advisor with the dashboard to keep track of the health of their existing clients’ retirement plans by notifying them if any immediate action is necessary to avoid a fiduciary...

15 Weekly Stats

15 Weekly Stats: Week of October 15, 2018

Daniel Satchkov

16 Oct 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...

5 Articles for your weekend reading list: October 13-14, 2018

Daniel Satchkov

12 Oct 2018

Here are five suggested articles to read this weekend: 1. Multiple Employer Plan Pros and Cons: The Talk of the Town – Multiple employer plan pros and cons are the talks of the town inside the beltway. That’s because two landmark events have happened...

Plan Fiduciary

ERISA fiduciary insurance and the importance of protecting fiduciaries from liability

Daniel Satchkov

12 Oct 2018

ERISA (Employee Retirement Income Security Act of 1974) was designed as a set of federal laws to protect employees of private employers who provide pension, retirement, or profit-sharing plans or health insurance coverage, substantially, establishing certain minimum standards for these plans as...

Marketing Advice

8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients

Daniel Satchkov

11 Oct 2018

In the digital age personal and business websites have become as common as having printed business cards. This further poses a need for financial advisors to have a well designed website with the right set of tools and strategy. Here are some...

Blog Full With Right Sidebar

Main Reason Why Millennials Are Not Investing in Retirement Enough

How can Larkspur-Rixtrema’s Plan Monitor help plan advisors become better fiduciaries?

15 Weekly Stats: Week of October 15, 2018

5 Articles for your weekend reading list: October 13-14, 2018

ERISA fiduciary insurance and the importance of protecting fiduciaries from liability

8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients

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