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
Why 401k Financial Literacy Should Never Be Overlooked
In 401kSpecialistMag’s recent interview of Heffernan Financial Services’ Blake Thibault, we heard about the importance of 401k financial literacy for somebody’s financial wellness. How can somebody be financially well if...Read More
Main Reason Why Millennials Are Not Investing in Retirement Enough
It seems a recurring theme in the 401k industry is the problem of younger generations not investing as much as they should. Plenty of studies have published reasons why, and...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
What is the current biggest worry for Plan Sponsors?
With Fidelity’s newest Plan Sponsor Attitudes survey released, we have a lot of great new data to take a look at when it comes to plan sponsors and their 401k...Read More
4 Benefits of 401kFiduciaryOptimizer & How it will Help You with Plan Sponsors
The thing that most financial advisors struggle with is differentiating themselves from the competition. The analysis provided by the 401k Fiduciary Optimizer is uniquely compelling and really sets you apart...Read More
403(b) Plan Fiduciaries Take The Baton from 401K Litigation
The Story that Never Gets Old 401(k) litigation has been on going for nearly ten years and now lawyers began to vigorously extend it over to 403(b) plans. Top national educational...Read More
Quick Guide: Asking Plan Sponsors the Right Questions
One of the first things to keep in mind (as they say in the legal profession) is that often the best kinds of questions to ask are ones that you...Read More
How You Can Solve The Most Difficult DOL Rule Documentation Requirement
Today we are going to tackle one of the most difficult data challenges you will encounter in creating a best interest report. You are obligated to act in clients’ best...Read More