RIAs Beware! Small Mistakes Can Carry Expensive Fines For 401(k) Plan Sponsors
Fidelity is a Frequent 401(k) Lawsuit Defendant Oracle’s $12 million-mistake Market corrections are marketing opportunities Key Takeaways RiXtrema’s 401k Fiduciary Optimizer was created to help Financial Advisors inform plan sponsors...Read More
Here’s How You Can Take The Offensive While Competitors Hunker Down
Take the offensive during this financial downturn Plan Sponsors are under pressure from Participants Make your marketing seamless and automatic Set it and forget it Take the offensive during this...Read More
The CARES Act and What It Means For Plan Participants
President Donald Trump signed the $2.3 trillion coronavirus stimulus legislation on Friday, 3/27/20, a.k.a. The “Coronavirus Aid, Relief and Economic Security” Act (CARES). The Act represents government spending equal...Read More
What Will The March Unemployment Rate Show
As every market watcher or person stuck at home watching cable news is now aware, Initial Jobless Claims came in at a staggering 6.6m new claims. With the revision to...Read More
Global Oil War
Our COVID-19 under-prediction An Arm Wrestle Competition between OPEC and Russia The Energy Crisis can linger longer than Coronavirus Portfolio Crash Test Pro is the best tool for crises COVID-19...Read More
How Fast? Historically Fast.
Last week as I was watching the markets I was thinking that this must be the fastest 30% drop in history. As things happen, I didn’t have the time to...Read More





