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Key Talking Points Can the menu be too small? A Diversified Plan Menu Summary It shouldn’t be surprising that a plan which had over 200 options for participants to choose from in its plan menu...

Yon Perullo

14 Mar 2020

Panic at the Disco!

I started this post on March 11, 2020. It was not a good day. Today is March 12, and it is worse. Much worse. Historically worse.

Sell Massively to Plan Sponsors Without Leaving Home

Daniel Satchkov

12 Mar 2020

Sell Massively to Plan Sponsors Without Leaving Home

2020 certainly started out with a bang, in fact, with a few of them. Market volatility is putting fear into the hearts of 401(k) holders and plan sponsors. Virus fears are causing people to travel and interact less. So what is a retirement plan advisor to do in such an environment?

1 Thing Advisors need to Do to keep and attract Plan Sponsors

Alexandr Starodubtsev

12 Mar 2020

1 Thing Advisors Need To Do To Keep And Attract Plan Sponsors

Plan Sponsors are changing management styles of 401k plans Plan Sponsors know something is wrong Advisors need to show holistic involvement Advisors need to be stewards and educators Advisors need to teach plan participants ERISA...

RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox

Colin Ward

11 Mar 2020

RiXtrema integrates with Wealthbox CRM

Our advisor clients asked for it, and we answered: RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox. Wealthbox is a CRM designed to help financial advisors organize workflows around their clients. Wealthbox is a fintech...