Your 1 minute case study on 401K Retirement Plans: A look at hidden fees
Welcome to another case study here at Larkspur-RiXtrema. Today, we are going to look at some of the hidden fees behind the LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN. To reconcile the...Read More
Your 1 minute case study on 401K Retirement Plans: A huge potential to save
An Exclusive Case Study from Larkspur-Rixtrema Lets examine one of the plans from the 401k FiduciaryOptimizer tool. For example, if we take a look at VEEAM SOFTWARE CORPORATION 401(K) PLAN,...Read More
What you need to know about the Lower Fee Classes Report.
Like an MRI machine for a doctor, the Low Fee Alternative report allows an advisor to diagnose problems within a plan. For example, it can identify closet index funds in...Read More
Some Exciting News To Share: 401kFiduciaryOptimizer Is Selected For Fiduciary Certification by CEFEX
401kFiduciaryOptimizer has only been around for 3 months and is already making major waves in the industry. Dozens of advisory firms are using it to take their fiduciary practice to...Read More
Fund Crash Ratings for Wellesley, Wellington and Thornburg Income
Know your funds. Detailed comparison of risk profiles of Vanguard Wellseley (VWINX), Vanguard Wellington (VWELX) and Thornburg Investment Income Builder (TIBIX) funds. Which one is more sensitive to inflation or...Read More