Individual Reports in Larkspur
Once you are happy with your list – You are ready to start exploring individual Plan reports. To do that click on a plan name of your choosing and that will take you to the individual reports page.
Machines Lack Empathy: This is Nothing Like the Industrial Revolution
Introduction of robots is a new trend in many industries, economies and businesses. Thanks to the working force optimization, business owners intend to increase gradually their profit by diminishing expenses.
Best Ways To Approach Your Prospect Online
When people are marketing online, those trust-building factors are entirely absent. Not only that, but prospects tend to be more cautious online, in order to avoid being scammed or hacked. So, from the outset, online marketing is an uphill struggle.
What 401k Plan Sponsors Need to Know About the Investment Policy Statement
An Investment Policy Statement is a document signed between a portfolio manager and a client that describes general rules, restrictions, and investment structures for the management.
Long Life & a Portfolio to Match
Even with the COVID 19 death toll on America, the concept that "life is too short" is evolving, for people reaching retirement age. This is thanks to various breakthroughs in public health, and safety infrastructure.
Introduction: Why MEPs and PEPs are the Plan of the Moment
Do you know that only 53 percent of employees at small businesses have retirement planning options? Now, if we consider the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined contribution plans, it becomes obvious that saving for retirement is a big issue in America that needs to be resolved.
Does your Retirement Plan have Automatic Enrollment?
According to a recent study “Automatic enrollment: The Power of the Default” by Jeffrey W. Clark and Jean A. Young from Vanguard, automatic enrollment not only triples the participation rate of new workers but also causes a significant proportion to raise their deferral rates over time.
The New SEC Enforcement Director: Gurbir Grewal
Within a month of Gurbir Grewal stepping into his new role as the SEC enforcement director, he has already begun to ruffle a few feathers – by fining 27 firms for failing to file the Customer Relationship Summary (CRS) with the SEC. The CRS was put into place a year prior to Grewal’s instatement this July.
New SEC Enforcement Chief to Bring Wider Net to the Reg BI Rule
The existing Reg BI rule is not yet a fiduciary standard, but SEC enforcers still refer to it when investigating potential violations in regards to fiduciary activities and relations between clients and advisors.
Good News For Ordinary Americans- An Increase In Retirement Savings
Hot on the heels of the SECURE Act 2.0, legislation has been reintroduced, as a bill, to help lower and middle income families to save for retirement.