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
Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)
RiXtrema found that plan sponsors and their advisors can save billions for the participants, Financial Advisor Magazine writes. You can unlock your share of that and grow your plan sponsor...Read More
The DOL’s Fiduciary Rule: Where Will We Go Now?
Much has been speculated about the Fifth Circuit Court of Appeals ruling last Thursday to vacate the Fiduciary Rule, perhaps most notably the fact that the decision really only applies...Read More
RiXtrema Launches Fiduciary Checklist
Original Article from Javier Simon at PlanAdviser can be read HERE The checklist covers various fiduciary responsibilities including those not associated with supposed delays or changes to the fiduciary rule, RiXtrema...Read More
The Department of Labor’s Fiduciary Rule – Three Issues to Consider if you Advise IRAs
By Guest Bloggers, Robert L. Sichel and Amanda M. Katlowitz of K&L Gates According to the Investment Company Institute, at the end of the first quarter of 2017, assets in IRAs...Read More
Crazy Question of the Day: Will Bitcoin Ever Be a Fiduciary Asset?
The mysterious Satoshi Nakamoto created Bitcoin (BTC), the first digital currency as a result of the 2008 financial crisis. Bitcoin blockchain is the first example of monetary system operating in...Read More
DOL Fiduciary Rule Best Interest Requirements: Creditor Protection in ERISA Plans
Is it important to factor in safety from creditors during a 401(k) rollover? How safe was the money in the 401(k) and how safe will it be in an IRA?...Read More
DOL Fiduciary Rule Groundhog Day: What Just Happened & What It Means For You
For those participating in the financial advice industry, it might seem like living out the movie Groundhog Day. Except instead of Bill Murray, the star of the movie is Alexander...Read More
Michael Kitces covers RiXtrema’s IRAFiduciaryOptimizer and FeeComp database
When we started building tools for advisors after working collectively for decades on software to institutions, I read Michael Kitces almost every day as a way to immerse myself into...Read More
Some Exciting News To Share: 401kFiduciaryOptimizer Is Selected For Fiduciary Certification by CEFEX
401kFiduciaryOptimizer has only been around for 3 months and is already making major waves in the industry. Dozens of advisory firms are using it to take their fiduciary practice to...Read More