What Fiduciaries to a Retirement Plan Need to do for the Best Plan Design
Advisors who work with plan sponsors should always be focused on creating value when designing a retirement plan to benefit plan participants. The greatest benefit of having a retirement plan...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
8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients
In the digital age personal and business websites have become as common as having printed business cards. This further poses a need for financial advisors to have a well designed...Read More
How to facilitate a conversation about risk & obtain better portfolio outcomes for your clients
At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business....Read More
10 Hidden Features of Larkspur-Rixtrema You Need to Know About
Ten hidden features from various Larkspur-Rixtrema tools for financial advisors
5 Articles for your weekend reading list: October 6-7, 2018
Here are five suggested articles to read this weekend: 1. Will Small Employers Adopt 401k Multiple Employer Plans? – President Trump’s “Executive Order (EO) on Strengthening Retirement Security in America” could...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
Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan
In today’s 1-minute case study, we’re going to take a look at how we can “crash test” a retirement plan menu using the Portfolio Crash Test tool. Users of our...Read More
Top 5 Larkspur-Rixtrema Blog Posts for September 2018
Here are the most popular blog posts for the month of September 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. How to...Read More