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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....

Daniel Satchkov

26 Jun 2018

Five New Members Announced to the 2018 ERISA Advisory Council

Source WASHINGTON, DC – Today the U.S. Department of Labor announced the appointments of five new members as well as chair and vice chair to the 2018 Advisory Council on Employee Welfare and Pension Benefit Plans,...

Daniel Satchkov

26 Jun 2018

15 Traits No Financial Advisor Should be Without

1. Be sure to have a good reputation. Getting a strong referral from a past client can be a sign that people feel comfortable enough to recommend your services to other. A consistent track record...

Daniel Satchkov

22 Jun 2018

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor: AnnuityOptimizer Demonstrates fees and projected cash flows for variable, fixed, fixed indexed annuities Compares any type of annuity to any other...

Blog Medium With Both Sidebar

A List of Issues Found in 403b Plans

Five New Members Announced to the 2018 ERISA Advisory Council

15 Traits No Financial Advisor Should be Without

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

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