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
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
What you need to know about the Crash Rating in Portfolio Crash Testing
Crash Rating is a number used to measure the risk of a portfolio. It is a representation of the loss a portfolio may incur during our worst stress-testing scenarios. Here are...Read More
The ultimate tool for documenting every part of your best-interest practice
Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice: Create a comprehensive best interest report that will analyze investment fees, plan fees, advisory fees,...Read More
5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary
Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because: 1. Larkspur-RiXtrema tools will help you get a better understanding of the...Read More
Follow These 4 Simple Steps to Win Over Prospects and Grow your Practice
Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with...Read More