Friday, March 20, 2026

Blog Medium Without Sidebar

Caption placed here
03 Oct 2018

How to Create Tremendous Savings For Plan Participants Without Reducing Your Fees

ERISA based litigation is exploding. Targets of litigation include both large and medium sized plans. Legal challenges against Anthem, Boeing, Lockheed Martin, International Paper, MassMutual & Ameriprise are only some of the examples. Incentives to litigate are extremely high due to significant attorneys’ fees awards. Investment management fees on plan assets represent up to 80% of a 401k plan expense. To help plan sponsors and financial advisors reduce participant costs RiXtrema released ‘401kFiduciaryOptimizer’, a software that analyzes investment fees of funds offered in the plan. ‘401kFiduciaryOptimizer’ uses sophisticated quantitative techniques to identify alternative investments that could save the plan participants significant amount of money. The alternatives offered are very close...
Read More
02 Oct 2018

3(16) Fiduciary Services become more popular among Plan Sponsors

Recently, 3(16) Fiduciary Services became more popular among Plan Sponsors, who want to offload some of the work from their pension plan. In a recent conversation between Fred Barstein, founder and CEO of 401kTV and Darren Holsey, owner of Premier Retirement Plan Services, the following topics were raised: Too many plan sponsors are looking for ways to outsource their responsibility, and one of such ways is payroll integration. It is an important factor in automatic enrollment, because typically the process takes a lot of time and effort, while automatic enrollment makes it faster and easier. The first person a plan sponsor should be contacting with is his TPA, as TPA’s...
Read More
02 Oct 2018

Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan

In today’s 1-minute case study, we’re going to take a look at how we can “crash test” a retirement plan menu using the Portfolio Crash Test tool. Users of our 401kFiduciaryOptimizer will already have access to over 85k retirement plans across the country and can optimize their assets for lower cost alternatives, but using the Portfolio Crash Test we can take it one step further. Using the Portfolio Crash Test, we are going to stress-test the funds and current allocations of a plan. For our example we are looking at NSDS GROUP, INC 401(K) PLAN. In this plan, we can see it’s been rated as a 69 Crash Rating (What...
Read More
01 Oct 2018

15 Weekly Stats: Week of October 1, 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 allows our partners to provide the highest level of insurance access and support. We feature weekly update with permission: Matt Meyer Co-Founder 424.387.4143 MMeyer@tblueprint.com  Michael Robinson Co-Founder 619.404.3038 MRobinson@tblueprint.com Site: https://www.tblueprint.com 
01 Oct 2018

Top 5 Larkspur-Rixtrema Blog Posts for September 2018

Here are the most popular blog posts for the month of September 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients. Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty violation. Section 404(c) provides safe harbor protection fiduciaries in case plan participants experience investment losses. How do you obtain that protection?…Continue Reading 4. What you need to know about the Crash Rating in Portfolio Crash Testing. Crash Rating is a number used to measure the risk of a portfolio. It is a...
Read More
1 … 117 118 119 120 121 … 171