5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary
Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because:
1. Larkspur-RiXtrema tools will help you get a better understanding of the current 401(k) plan provided by the employer.
2. With the help of 401kFiduciaryOptimizer you’ll be able to get your plan diversified in the best possible way, so it won’t be losing money in case of the worst economic scenario. You will also be able to improve plan menu diversification by examining the diversification of your plan investments on a look-through basis as required by the 404(c) provision.
3. Portfolio Crash Testing will show you how risky the current retirement plan menu is and will provide you with ideas on how it can be improved. This tool will enable you to know what could go wrong with the portfolio before it actually happens and you will be able to educate investors on portfolio performance scenarios while using a compelling interface.
4. Plan Monitor. As you’re aware that plan fiduciaries should carefully document their evaluation of fees and overall reviews concerning the inclusion and exclusion of 401(k) plan investment options, especially right after the Supreme Court Ruling in Tibble vs. Edison case was carried out.
Larkspur-RiXtrema’s Plan Monitor tool will help you do exactly this – uphold your Fiduciary Duty by continuously monitoring your plan investments and early alerting you for any fiduciary breach in lower cost alternatives and share classes availability, as well as plan menu diversification threats.
5. IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice. Be confident about your best interest reporting as it is the only software that went through a thorough review with top attorneys.