Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.
How 401k Advisors can Prospect for Potential Business in Less Time with Plan Screener
401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any plans filed by the DOL through Forms 5500 that contain...Read More
3 Must Have Tools To Grow Your 401K Business
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you...Read More
What you need to know about the Lower Fee Classes Report.
Like an MRI machine for a doctor, the Low Fee Alternative report allows an advisor to diagnose problems within a plan. For example, it can identify closet index funds in...Read More
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took 17 days of non-stop calculation on powerful 32 CPU Core...Read More
New Portfolio Crash Test Scenario: Trump Tax Cuts
One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming to businesses and middle class individuals. We in RiXtrema decided...Read More