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Targeting a plan’s record keeper or current advisor is one of the most commonly asked about features for our Larkspur Executive. Do we know who their current advisor is? Their plan administrator? The answer to these questions is: yes, we do know for many plans

Luke St. Angelo

05 Jun 2019

Are investors moving away from active target date funds into their passive counterparts?

InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active target date funds hold $570 billion while passive hold $480 billion in assets across the entire market. Over the past few years nearly all new incoming investments into the target date category have all gone to passive funds. A lot of the reason behind this may have to do with the recent rapid cost cutting of fees in mutual funds across the board. Now that there are so many funds with low cost anywhere you look, it’s hard for plan sponsors and advisors to recommend their clients to pay for...

Daniel Satchkov

04 Jun 2019

Podcast: China Trade Wars.

What do they really mean for global economy and financial markets? Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the situation with the current trade war and how it will impact investment management going forward.

Daniel Satchkov

03 Jun 2019

How financial avisors can help clients overcome student debt

Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor to financial stress, and it’s something that affects so many. When you have tens of thousands of dollars hanging over your head right as you are starting your career, it’s a perfectly natural reaction to be more worried about that than your distant retirement. According to research sponsored by AIG, too many former students will begin their careers under financial burden. The Money Matters on Campus survey showed the necessity of better financial literacy and education to deal with stress....

Gennady Prokofyev

22 May 2019

Case Study: How to Access Past Year 5500 Filings in Larkspur Executive

The Ask: To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the plan. In other words, you need to check their past year filings and do thorough research on what was done to the plan in the past, to avoid any similar mistakes in the future. The Problem: Most analytical tools provide only the most recent data, which is good, but it might be not enough if you’d want to see the whole picture in the historical prospect. For example, you can miss specific actions that were...