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Research and insight from retirement and risk experts at Larkspur-RiXtrema

Why a Well-Constructed “Elevator Speech” Is More Important Than You Think

With the start of the summer, many advisors are looking for ways to jump start their business for the second...

How 401kFiduciaryOptimizer 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...

Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”

The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the...

Top 5 Larkspur-Rixtrema Blog Posts for June 2018

Top 5 Larkspur-Rixtrema Blog Posts for June 2018

  5. Top 5 Larkspur-Rixtrema Blog Posts for June 2018. An Exclusive Case Study from Larkspur-Rixtrema. Lets examine one of the plans...

Here’s What People Are Saying About State Fiduciary Rules

It’s been a while since the battle between federal fiduciary rule advocates and the financial services industry started. The U.S....

Q&A: 403(b) Plans and Puerto Rico

  Q. Our current pre-approved 403(b) plan does not exclude residents of Puerto Rico, but our PPA defined contribution plan...

Your 1 minute case study on 401K Retirement Plans: A huge potential to save

An Exclusive Case Study from Larkspur-Rixtrema Lets examine one of the plans from the 401k FiduciaryOptimizer tool. For example, if...

A List of Issues Found in 403b Plans

SOURCE Compiled from lists published by the IRS, DOL and Auditors, here are 10 items to check and review to...

Free Webinar: Capture More Revenue as RIA by Adding an Insurance Platform

As an RIA, do you handle insurance products, be it life insurance or annuities? Many RIAs do not have the...

How to Enhance Your 401(K) Plan Practice as a Retirement Plan Advisor

There are a few keys to enhance/optimize your 401k practice. Today we will take a look at four components that...