Top 5 Larkspur-Rixtrema Blog Posts for July 2018
Here are the most popular blog posts for the month of July 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. Financial Advisor...Read More
Excessive Fees Lawsuits Never Go Away
Not only professionals who work in the financial industry constantly hear about various lawsuits where participant-plaintiffs are suing plan administrators for breaching their fiduciary duty in the administration of the plan,...Read More
Plan Advisors increasingly pulled into 401(k) plan litigation
Source Advisors are increasingly being pulled into 401(k) plan litigation under novel theories of liability and need to pay extra attention in documenting their actions, a prominent ERISA attorney told...Read More
The One Thing You Must Do As a Retirement Plan Advisor
If you’re managing one or even several 401(k) retirement plans, it’s important to know what services plan sponsors really want and expect you to provide. Providing desired services obviously helps...Read More
5 Articles for Your Weekend Reading List: July 27, 2018
Here are five suggested articles to read this weekend: 1. Thoughts on Income and Wealth – An interview featuring Dana Larsen of Senior Finance Advisor, a website dedicated to helping individuals plan for...Read More
Senators reach out to FINRA to better understand SEC’s Proposal
Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to...Read More
The Benefits of Having a Strong 401k Plan
The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Denver, Colorado at the University of Denver. Among the program topics discussed during the TPSU Program was the benefit...Read More
A list of core beliefs every financial advisor must have.
1. The financial advisor must believe in being the go-to financial advisor of choice amongst the affluent in the community by staying on the top of all important matters, by...Read More
Your 1 minute case study on 401K Retirement Plans: A look at hidden fees
Welcome to another case study here at Larkspur-RiXtrema. Today, we are going to look at some of the hidden fees behind the LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN. To reconcile the...Read More
How 401kFO Software Helps Improve Diversification As Required By 404(c)
Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and minimize risk of large losses”. According to Modern Portfolio Theory...Read More