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Thursday, November 14, 2019
HomePosts Tagged "financial advisor"

Automate your direct mail packages Contact the Client Success team to build your own templates Here’s how to create direct mail in just a few clicks Rixtrema’s financial planning software platform streamlines marketing and analysis   [vc_row][vc_column][vc_column_text]Save time when running a direct mail campaign. With just

Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty violation. Section 404(c) provides safe harbor protection fiduciaries in case plan participants experience investment losses. How