Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan
In today’s 1-minute case study, we’re going to take a look at how we can “crash test” a retirement plan menu using the Portfolio Crash Test tool. Users of our...Read More
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,...Read More
Your 1 minute case study on 401K Retirement Plans: Improving 404(c) Diversification
For this week’s Larkspur-RiXtrema case study, we’re going to take a look at a plan’s investment menu and how we can improve on it’s diversification to satisfy 404(c) requirements. By...Read More
Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account
Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can be a great fiduciary by helping them to achieve their...Read More
Your 1 Minute Case Study On 401K Retirement Plans: Ultimate Plan Optimization
This week’s case study will focus on plan optimization from the 401kFiduciaryOptimizer database. As to be expected, northwestern parts of US which have a predominantly mountainous terrain and subsequently low...Read More
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