COVID impact on Retirement Savings
It feels as though there is no corner of our lives that remains unaffected by COVID-19, including retirement futures. Recent studies have shed light on how plans are faring nearly a year after the pandemic began.
Remain Prudent Amid the Outbreak
COVID-19 has disrupted everyone's lives and business and led to a lot of market volatility. Moreover, it has raised many questions about how to respond in a crisis; in particular how plan participants remain confident about their plan.
4 Key Steps for Financial Advisors
Having to manage several retirement plans at once is a challenging task at the best of times. Add to that 2020, a year that saw a pandemic threaten retirement plans nationwide, and the task becomes that much more difficult.
It’s Official. ESG is Inevitable.
Environmental, Social, and Governance is the hot new thing this year. Investors are increasingly applying these non-financial factors in their analysis to identify material risks and growth opportunities.
3 Powerful Pieces of Wisdom from Retirement Specialists
So, in preparation for some neat new features, RiXtrema will be launching in the coming weeks, I interviewed some of our clients (retirement specialists). With a little additional independent research, I found some useful tips as to how advisors exploit a competitive advantage to convert leads into clients. Basically, I explored answers to two questions:What does it take to win a 401k plan sponsor? How do retirement advisors unseat an existing plan sponsor provider
How the DOL’s New ESG Rule Would Affect Retirement Advisors
The Department of Labor is considering a regulation that would limit how environmental, social, and governance (ESG) investing can appear in retirement plans.
Data Made Simple: How to Interpret Larkspur Executive’s Graphs
Show your fees are reasonable How to plot historical trends Costs vary by participants and AUM Tunnelvision can disguise weaknesses Interpreting data can be difficult, but here’s how Larkspur Executive...Read More
Here’s How You Can Take The Offensive While Competitors Hunker Down
Take the offensive during this financial downturn Plan Sponsors are under pressure from Participants Make your marketing seamless and automatic Set it and forget it Take the offensive during this...Read More
Learn how to do Content Marketing the Right Way as a Financial Advisor
Our recent marketing articles focused on how to market the content an advisor already has in place but we haven't focussed enough on creating original content.
WHY SHOULD YOU BE A 3(21) OR A 3(38) FIDUCIARY?
One of the biggest incentives for plan sponsors to seek a fiduciary to assist with their retirement plan is to share the burden of providing sound advice to all participants...Read More