Blog Medium With Both Sidebar

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:...

Daniel Satchkov

02 Jul 2018

Here’s What People Are Saying About State Fiduciary Rules

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...

Daniel Satchkov

28 Jun 2018

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

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...

Daniel Satchkov

27 Jun 2018

Your 1 minute case study on 401K Retirement Plans: A huge potential to save

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...

Daniel Satchkov

27 Jun 2018

A List of Issues Found in 403b Plans

SOURCE Compiled from lists published by the IRS, DOL and Auditors, here are 10 items to check and review to make sure your 403b plan is operating in line with IRS and DOL expectations: 1....