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
5 Articles for the financial advisor weekend reading list: November 17-18, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. Building The Five Pillars Of SEC Cybersecurity Requirements As A (Registered) Investment Adviser – Over the past few years,...Read More
10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them
More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social media for business purposes. 79% have acquired new clients directly...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
How can Larkspur-Rixtrema’s Plan Monitor help plan advisors become better fiduciaries?
Plan Monitor, which is part of the 401k Fiduciary Optimizer, would provide the advisor with the dashboard to keep track of the health of their existing clients’ retirement plans by...Read More
5 Articles for your weekend reading list: October 13-14, 2018
Here are five suggested articles to read this weekend: 1. Multiple Employer Plan Pros and Cons: The Talk of the Town – Multiple employer plan pros and cons are the talks of...Read More
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
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
6 Best Practices For Reaching a Busy Plan Sponsor
We at Larkspur-RiXtrema know how difficult it can be to keep up in the retirement plan space. There are so many wasteful plans out there, and it can seem easy to reach...Read More