Emergency Savings Accounts: a New Initiative Induced by the Current Economic Situation
Emergency savings accounts are expected to boost plan sponsors’ retirement plans. A number of major record keepers are counting on this new feature to help ease the economic uncertainty faced by employees.
Participant Direct Connects You With Plan Members
Do you know that more than one-in-five participants have no interactions with their plan providers throughout a year? Based on the report published by J.D. Power, there are 29% of the plan participants who unaware of the access to professional financial advice related to their plan.It is truly astonishing to see such a disconnect between the participants and plan providers. According to the same report, approximately 40% of surveyed plan participants ranked their relationship with the plan providers to be either indifferent or dissatisfactory.
Your Reg-BI Briefing – Be Ready. Stay Compliant.
As we all remember, it has been a few years since governmental agencies were working on a new proposal to regulate the financial advisory industry with the best interest of investors in mind.
“Can I wait till the last minute for Reg BI?”
This is the most frequent question I get when it comes to the SEC’s quickly approaching new regulation: Can I wait until the day before? As long as I have a solution by 11:59pm on June 30th, I’ll be alright, right?I totally get it, waiting until the last minute is something uniquely human. I was a master of procrastination in University and it gets addictive. Many might even be thinking there’s still a chance maybe the rule might go away.
Improve Plan Sponsor Conversion & Increase Revenue with ParticipantDirect
How Does This Help You? How This Helps Participants? How This Helps Plan Sponsor? We always explain to our clients that Larkspur-RiXtrema apps have two goals: Help you win more...Read More
5 Components To The Form CRS Examinations
What is the OCIE expecting by June 30th? 5 Compliance Components in the Form CRS Examinations There’s a lot more to learn about the CRS Form Form CRS may be...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
Panademic Stress Test
We have written a lot about the potential for market corrections and scenarios that may disrupt the decade long bull market. The Coronavirus is the most tangible example of a short-term threat to the market’s long upward climb. And our clients, keenly aware of the potential for market disruption, have asked us to create a Coronavirus stress scenario for Portfolio Crash Testing Pro
Does Reg-BI have teeth? Don’t wait to find out…
We are seeing tremendous amount of interest from advisors in RegBIoptimizer. And what is particularly gratifying is that this time people understand that procrastination is NOT a strategy. RIAs and...Read More
Proving Compliance with RegBI Optimizer
PROVE COMPLIANCE WITH THE SUMMARY REPORT COMPARE ROLLOVER FEES PULL IN RETIREMENT PLAN DATA PRESENT CLIENTS WITH A COMPLETE COST PICTURE CRASH RATING PROVES YOUR RECOMMENDATION CONSIDERS THE CLIENT’S UNIQUE...Read More