Featured Advisor Interview: How to Relate to Clients & Work with Plan Sponsors
Nick Fuller is the owner of Fuller Wealth Management based out of Tempe, AZ. Read the full interview to learn more about the importance of talking risk with clients, working...Read More
Advisor Interview
Interview with Nick Fuller: We are a Fiduciary by Choice! Luke: Thank you again Nick for joining us for the interview. Before we begin could you give us a...Read More
Vital Tips to Offering Fiduciary-Friendly Rollover Advice
One fiduciary-friendly rollover advice can come in the form of the explanation why rollover would benefit a client. For example, if a client currently has 401k plan with an employer,...Read More
What Can You Do As a Retirement Plan Advisor to Help Plan Sponsors?
According to Fidelity’s most recent plan sponsor attitude’s survey, we know that 92% of plan sponsors do use a plan advisor. It’s also been shown time after time, that having...Read More
8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients
In the digital age personal and business websites have become as common as having printed business cards. This further poses a need for financial advisors to have a well designed...Read More
10 Hidden Features of Larkspur-Rixtrema You Need to Know About
Ten hidden features from various Larkspur-Rixtrema tools for financial advisors
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
Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan
In today’s 1-minute case study, we’re going to take a look at how we can “crash test” a retirement plan menu using the Portfolio Crash Test tool. Users of our...Read More
Top 5 Larkspur-Rixtrema Blog Posts for September 2018
Here are the most popular blog posts for the month of September 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. How to...Read More
How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients
Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty...Read More