Winning 401k Business Nearby with Planisphere
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Case Study: Identifying Fiduciary Risks with the Right Tools
Our client is able to review and analyze virtually every defined contribution plan in the country using the Larkspur Executive. They specialize in acting as a fiduciary to the plan and helping plan sponsors to avoid fiduciary liability themselves. When hunting for new prospects they
Case Study: What is Wealth Crash Test and How it can Help You
Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can even create a risk diagnostic report on the lead’s 401(k) plan using our Portfolio Crash Tester.
Reasons Why Advisors Should be Using More 401k Fintech Tools
With the new millennia we crossed the point of no return where technology will be driving growth and prosperity. It is easy to see it happening all around us almost every day. There are new Google, Amazon, Netflix, Uber like companies that appear in different
How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer
401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of the plan the advisor is working on. It’s called Fee Benchmark and it can be found at the very bottom of the Edit Plan section: It shows
Staying Committed to the DOL Fiduciary Rule
The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the regulation was initially created under the Obama administration, then President Trump issued a memorandum that attempted to delay the rule's implementation, then the newly appointed
Advice for plan sponsors on becoming better fiduciaries
Investment Fiduciaries typically have a close, ongoing relationship with their 401(k) plan. They consult plan participants and employers how to make better investments out of their retirement plan contributions and afterwards they pledge to continue monitoring the investments and assess their prudence over time. Still that is
Top 5 Larkspur-Rixtrema Blog Posts for July 2018
Here are the most popular blog posts for the month of July 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month's top articles: 5. Financial Advisor Tools: How to Prepare Your Client For a 'Perfect Storm.When it comes to risk, a financial
Senators reach out to FINRA to better understand SEC’s Proposal
Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to know that the person who you entrust your money with will be acting responsibly to
What are the latest views, opinions and outlooks on the end of the DOL Fiduciary Rule?
With the June 13 deadline looming for the DOL to appeal to the Supreme Court and seek permission to argue its case fast approaching; various viewpoints have been mentioned in publications over the past few weeks. Here is a short overview of what people have