Blog Medium With Both Sidebar

Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing the costs and benefits of a retirement plan, then you can easily justify your...

Daniel Satchkov

27 Mar 2018

The DOL’s Fiduciary Rule: Where Will We Go Now?

Much has been speculated about the Fifth Circuit Court of Appeals ruling last Thursday to vacate the Fiduciary Rule, perhaps most notably the fact that the decision really only applies to the Fifth circuit; that...

Luke St. Angelo

15 Feb 2018

More Lawsuits: Ripple Effects from Tibble v. Edison

Late last summer, the U.S. District Court judge in the landmark 401(k) fee case, Tibble v. Edison, brought 10 years of legal wrangling to an end when he ruled in favor of the plaintiffs. The...

Luke St. Angelo

26 Jan 2018

“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazine

John Sullivan of the 401kSpecialist just published an article describing RiXtrema’s recent acquisition of Larkspur Data and what this means for retirement plan advisors across the country. Daniel Satchkov and Yon Perullo of the now,...

Daniel Satchkov

27 Nov 2017

Larkspur-RiXtrema President Daniel Satchkov on How Quickly Is Disruption Happening In The 401k Space?

Don’t get overly distracted by the fiduciary rule. Daniel Satchkov has some sensible advice, says John Sullivan of 401kSpecialistMag at the Excel 401k(2017) Watch the full interview between 401kSpecialistMag’s John Sullivan and RiXtrema’s Daniel Satchkov...

Daniel Satchkov

10 Oct 2017

How You Can Solve The Most Difficult DOL Rule Documentation Requirement

Today we are going to tackle one of the most difficult data challenges you will encounter in creating a best interest report. You are obligated to act in clients’ best interest and document that whenever...

Blog Medium With Both Sidebar

You Need a Process To Win More Plans

The DOL’s Fiduciary Rule: Where Will We Go Now?

More Lawsuits: Ripple Effects from Tibble v. Edison

“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazine

Larkspur-RiXtrema President Daniel Satchkov on How Quickly Is Disruption Happening In The 401k Space?

How You Can Solve The Most Difficult DOL Rule Documentation Requirement

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