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04 Sep 2018

Your 1 minute case study on 401K Retirement Plans: Maximizing Plan Performance

For this week’s Larkspur-RiXtrema case study, we’re going to take a look at the Summary report of a random plan and we’ll try to optimize it in terms of performance, and cost-efficiency. As you already know the 401kFiduciaryOptimizer algorithm automatically provides you with cheaper but highly similar funds, but have you ever thought about improving the performance of the alternative plan? Let’s take a look at DEMETROS GROUP 401(K) PLAN Summary Report:   As you can see, the fees are significantly lower for the provided plan menu, but it still lacks a 5 and 10 year history. To fix that, let’s go to the Edit Plan section and customize our...
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04 Sep 2018

15 Weekly Stats: Week of September 3, 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: Contact information for The BluePrint Insurance Services: 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 
31 Aug 2018

Why 401k plan fee benchmarking should be important to every Plan Fiduciary

Financial Advisors and 401(k) Plan Fiduciaries have been long obligated to explain or justify their fees, based on the scope of their services, the quality and the value they deliver to 401(k) plan clients. Сertain aspects of benchmarking are “non-negotiable” as Plan Fiduciaries are required to ensure that they are paying only reasonable plan expenses. There has been and will continue to be, heightened scrutiny on plan fees. Like most fees, there’s more to it than just the price. Conducting 401k plan fee benchmarking should be important to every Plan Fiduciary and Retirement Committee Member. The findings and the resulting savings can be substantial – 401kTV once again outlines the...
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31 Aug 2018

5 Articles for your weekend reading list: September 1-3, 2018

Here are five suggested articles to read this weekend: 1. Companies Without a 401k Miss Out on Top Talent– The spotlight’s been focused on employee benefits lately, with a steadily low unemployment rate that’s left businesses scrambling to stand out while granting jobseekers the luxury of being picky. (401kspecialistmag.com) 2. Trump Wants Retirement Saving Rules Expanded For Small Companies– President Donald Trump plans to issue an executive order Friday directing his administration to make it easier for small businesses to band together to set up retirement-savings plans. (fa-mag.com) 3. The Long Tail, The Big Head, and the Dangerous Middle Of Financial Advisory Firms– One of the most popular debates in the advisory...
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