How can Larkspur-Rixtrema’s Plan Monitor help plan advisors become better fiduciaries?
Plan Monitor, which is part of the 401k Fiduciary Optimizer, would provide the advisor with the dashboard to keep track of the health of their existing clients’ retirement plans by...Read More
ERISA fiduciary insurance and the importance of protecting fiduciaries from liability
ERISA (Employee Retirement Income Security Act of 1974) was designed as a set of federal laws to protect employees of private employers who provide pension, retirement, or profit-sharing plans or...Read More
How to Create Tremendous Savings For Plan Participants Without Reducing Your Fees
ERISA based litigation is exploding. Targets of litigation include both large and medium sized plans. Legal challenges against Anthem, Boeing, Lockheed Martin, International Paper, MassMutual & Ameriprise are only some...Read More
The importance of explaining 401k-related calculations to plan participants
It is often difficult to keep up in the modern fast paced world. Many people sign up for their company’s 401(k) plan and then do nothing, thinking that the plan...Read More
Avoiding lawsuits through fiduciary best practices
Within the course of the past few years from time to time we would hear about a case where a university, a hospital or a firm would be taken to...Read More
Reasons Why 401k Participants are Dealing with Financial Stress
In a recent plan participant survey by OneAmerica, the results are clear that many participants are having financial stress, and not all of it has to do with saving for...Read More