How 401kFO 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 minimize risk of large losses”. According to Modern Portfolio Theory...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
4 Smart Strategies for 401K advisors to Attract Millennials as Clients.
1. Have the desire to work with the young generation. Aspiring to connect with new potential clients is the first and most important step. Understanding their financial challenges such as...Read More
How 401k Advisors can Prospect for Potential Business in Less Time with Plan Screener
401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any plans filed by the DOL through Forms 5500 that contain...Read More
Why 401k Participant Education is Vital for Plan Sponsors
A Plan Sponsor has many responsibilities. A good advisor can assist by helping the plan to reduce fees and meet fiduciary obligations. Ultimately the goal of the plan and the Plan Sponsor is to help set their employees up for a well-funded retirement
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
3 Must Have Tools To Grow Your 401K Business
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you...Read More
A New Way to Provide Massive Aggregate Plan Savings
Using 401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report The first optimization report that you will face using 401k FiduciaryOptimizer is called Low...Read More
How to Avoid 401(k) Theft in 2023
According to a Javelin 2019 survey, 14.4 million participants became victims of identity theft in 2018. Every plan sponsor should take care of this problem beforehand to avoid a serious risk to their plan participants.
PDF Parser Quick Starting Guide
RiXtrema has developed the PDF Parser to enhance the Advisor Tech Market line-up with the flexible PDF document recognition tool. It will help save your time and effort by recognizing and extracting investment information with tickers and their respective values.