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Advisors who work with plan sponsors should always be focused on creating value when designing a retirement plan to benefit plan participants. The greatest benefit of having a retirement plan is the opportunity to save...

Daniel Satchkov

22 Oct 2018

15 Weekly Stats: Week of October 22, 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...

Daniel Satchkov

22 Oct 2018

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...

Daniel Satchkov

17 Oct 2018

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...

Daniel Satchkov

17 Oct 2018

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...