Larkspur Executive Special Offer Starts Today: Win More Plans Than Ever Before!
Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot afford to use the same data and tools as everyone else. Your process is unique and you need unique tools to reflect that. As announced last week, Larkspur Executive is getting released today. Not...Read More
Main Reason Why Millennials Are Not Investing in Retirement Enough
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 a recent Navient (a U.S. student loan servicer) study where they give us...Read More
How can Larkspur-Rixtrema’s Plan Monitor help plan advisors become better fiduciaries?
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 breach. It provides three areas to monitor which are Less Expensive Similar Funds,...Read More
15 Weekly Stats: Week of October 15, 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 level of insurance access and support. We feature weekly update with permission: Matt...Read More
5 Articles for your weekend reading list: October 13-14, 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 within the last month that have intensified the Multiple Employer Plan Pros and...Read More
ERISA fiduciary insurance and the importance of protecting fiduciaries from liability
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 well as granting certain rights to employees covered by those plans. In addition,...Read More
8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients
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 important points on how to have a solid, professional-looking web presence. 1. Blog A...Read More
How Can Open MEPs Help Plan Advisors to Grow Their Business?
President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps to close the gap between many employees working for small companies which do not have the ability to set up an internal retirement plan for...Read More
How to facilitate a conversation about risk & obtain better portfolio outcomes for your clients
At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business. Lately we have been focusing many of our blog posts on Portfolio Crash Testing (PCT). Those of you who have spoken with me about PCT...Read More
10 Hidden Features of Larkspur-Rixtrema You Need to Know About
Ten hidden features from various Larkspur-Rixtrema tools for financial advisors