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
Your 1 minute case study on 401K Retirement Plans: Maximizing Plan Performance
For this week’s Larkspur-RiXtrema case study, we’re going to take a look at the Summary report of a random plan and we’ll try to optimize it in terms of performance,...Read More
Your 1 minute case study on 401K Retirement Plans: Improving 404(c) Diversification
For this week’s Larkspur-RiXtrema case study, we’re going to take a look at a plan’s investment menu and how we can improve on it’s diversification to satisfy 404(c) requirements. By...Read More
Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA Account
Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can be a great fiduciary by helping them to achieve their...Read More
Your 1 Minute Case Study On 401K Retirement Plans: Ultimate Plan Optimization
This week’s case study will focus on plan optimization from the 401kFiduciaryOptimizer database. As to be expected, northwestern parts of US which have a predominantly mountainous terrain and subsequently low...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
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 we take a look at VEEAM SOFTWARE CORPORATION 401(K) PLAN,...Read More
7 Exclusive Case Studies on 401K Retirement Plans for Financial Advisors
Here at Larkspur-RiXtrema, we firmly believe that our software tools are extremely powerful and can help out advisors in so many ways. Here are a few case studies we’ve done...Read More
Unlocking the Power of Email Marketing: Why the Money is in the Sequence
The Power of Repetition in Marketing In the world of marketing, a popular saying goes, “money is in the sequence.” This principle holds especially true for email marketing. Research suggests...Read More
How Bitcoin, Gold, Silver and CPI are related? A surprising answer in 1 minute!
In the rapidly evolving world of finance, staying ahead with accurate, timely research is paramount for financial advisors. Today, we delve into the remarkable capabilities of Remai, the AI financial...Read More