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01 Aug 2018

Top 5 Larkspur-Rixtrema Blog Posts for July 2018

Here are the most popular blog posts for the month of July 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. Financial Advisor Tools: How to Prepare Your Client For a ‘Perfect Storm.When it comes to risk, a financial advisor must consider not only the investment portfolio, but also assets that form the foundation of client’s wealth and income…Continue Reading 4. 14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing. Our experts at Larkspur-Rixtrema, have put together a detailed list of benefits of the software which will help you explain and manage portfolio risk for any prospect or client…Continue Reading 3. Here’s...
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01 Aug 2018

Excessive Fees Lawsuits Never Go Away

Not only professionals who work in the financial industry constantly hear about various lawsuits where participant-plaintiffs are suing plan administrators for breaching their fiduciary duty in the administration of the plan, but more and more of the participants and various law firms are scrutinizing retirement plans. (https://www.napa-net.org/news/technical-competence/erisa/excessive-fee-claims-dont-need-to-be-arbitrated-9th-circuit-says/) One of  the most common reasons that can be found in these lawsuits are the excessive fees paid by participants for the plan administration. It is becoming a pending issue for a lot of companies to start looking at their retirement plans to reconsider various administrative fees and plan investment fees to make sure that they are fulfilling their fiduciary duty and act in...
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31 Jul 2018

14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing

Portfolio Crash Testing (PCT) is different from all other stress testing systems (including those available to institutions) for numerous reasons. Our experts at Larkspur-Rixtrema, have put together a detailed list of benefits of the software which will help you explain and manage portfolio risk for any prospect or client: 1. Portfolio Crash Testing (PCT) is a stress testing tool developed by RiXtrema based on its Riskostat software used by large asset managers. (Federal Reserve Stress Scenarios Modeled In Riskostat) It enables financial professionals to understand how their portfolios are likely to behave in a variety of macroeconomic scenarios. The results are presented without statistical jargon and can be used for discussions...
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30 Jul 2018

15 Weekly Stats: Week of July 30, 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 
30 Jul 2018

Plan Advisors increasingly pulled into 401(k) plan litigation

Source Advisors are increasingly being pulled into 401(k) plan litigation under novel theories of liability and need to pay extra attention in documenting their actions, a prominent ERISA attorney told delegates July 24 at the 2018 NAPA DC Fly-In Forum in Washington. Tom Clark, Of Counsel at The Wagner Law Group, warned that alleged fiduciary breach litigation is not slowing down and, in addition to primary fiduciary liability, claims involving co-fiduciary and party-in-interest liability are increasingly being used by the plaintiffs’ bar, as part of the three potential avenues of liability. According to Clark, who was previously with the Schlichter Bogard & Denton law firm, the partial success of the...
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