Top 5 Larkspur-Rixtrema Blog Posts for May 2018
5. How Much Do You Really Know About Avoiding Fiduciary Liability? If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can...Read More
How Much Do You Really Know About Avoiding Fiduciary Liability?
If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can be held personally liable for losses to a benefit plan incurred...Read More
More Lawsuits: Ripple Effects from Tibble v. Edison
Late last summer, the U.S. District Court judge in the landmark 401(k) fee case, Tibble v. Edison, brought 10 years of legal wrangling to an end when he ruled in...Read More
Do I have to document best interest when doing rollovers?
How does the DOL Rule Affect Me? Do I have to document best interest when doing rollovers? Effective June 9, 2017, financial advisors who provide investment advice to retirement plan...Read More
This Will Have Tremendous Implications For Your Practice
Something incredibly important just happened in the 401(k) plan sponsor space. An excessive fee lawsuit has been filed against a $9.2M plan with 114 participants. As we’ve been saying for...Read More
Three Quiet Nasdaq Rule Changes
Nasdaq changed three index rules in May 2026. They weren't front-page news. But if your clients hold passive Nasdaq-linked funds — inside a 401(k) or anywhere else — the mechanics of those changes are already pointed at their portfolios.
Harness the Power of Marketing Quizzes to Engage Your Prospects
Studies show that potential clients need to encounter you about seven or eight times before they feel comfortable enough to take action.
How to Craft Perfect Email Subject Lines with RiXtrema’s Strategies
RiXtrema is here to help you do just that by giving you powerful tools and strategies to create compelling content quickly and efficiently.
Building a Thriving Client Community: Key Strategies for Financial Advisors
The Importance of Community Building Efficient Content Creation The Power of Scarcity Establishing Authority and Reciprocity 1. The Importance of Community Building In the financial advisory landscape, fostering a sense...Read More
Email Mastery: Unlocking the True Potential of Your Subscriber List
Introduction: The Untapped Potential of Email Marketing Email marketing remains one of the most effective tools in the digital marketing arsenal. Despite the rise of social media and other...Read More