Reserve plan sponsors for your marketing with Plan of the Week
RiXtrema’s Plan of the Week email allows you to reserve plan sponsors for 6 months and keep those sponsors from being distributed to other users. It is one more way...Read More
Managing non-standard securities in 401kFiduciaryOptimizer
The Ask: As you know, the 401kFiduciaryOptimizer, is quite a flexible tool where you can work with both audited and non-audited retirement plans. You can even run a full scale...Read More
Case Study: Growing Your 401k Business with the Right Prospecting Strategy
Every advisor is constantly thinking about ways to grow their business. There are many options available to achieve this goal. However, there is no cookie-cutter formula on how to make prospecting a successful endeavor.
Case Study: Create the Ultimate Optimization Report for a Plan Sponsor
In order to create a winning proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be optimized in terms of fees and performance, which might interest a plan sponsor, and finally they should correspond your provider platform requirements.
Case Study: Setting up Account Settings for More Accurate Proposal in 401kFiduciaryOptimizer
The Ask: In order to create a nice proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should...Read More
When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”
When it comes to bringing a needed change to a retirement plan, there will usually be a fair amount of push-back from the third-party administrator or a plan’s record-keeper...Read More