Defined Contribution Plans Today: Evolution, Innovations, Risk Management
Over the past few decades, defined contribution (DC) plans have evolved from a supplemental retirement and savings vehicle to the primary one for many companies in the US.
Panic at the Disco!
I started this post on March 11, 2020. It was not a good day. Today is March 12, and it is worse. Much worse. Historically worse.
I was shocked to see this at LINC 2020
What element struck Luke and me the most at the LINC Conference? Millennials will carry the financial industry Hire young talent to attract young clients Gen Z and Millennials did...Read More
Hidden opportunities in the Reg BI
Key elements of the Reg BI Adopt a financial literacy focus Simple solutions sell Free trading, differences in generational marketing, and economic challenges are significantly changing the Financial Services Industry....Read More
The SEC Enforces Share Class Disclosure
According to Drinker Biddle & Reath’s lawyers, the SEC’s Enforcement Division has started investigations against companies that didn’t self-report in the Share Class Selection Disclosure Initiative. There is a huge...Read More
Larkspur-Rixtrema to Showcase the Larkspur Executive Tool at the Excel 401(k) Conference
Come meet us at this year’s Excel 401(K) The Advisors’ Conference, where we will be showcasing our recently released Larkspur Executive tool along with other advisor tools we have to...Read More