{"id":5754,"date":"2019-05-22T13:32:00","date_gmt":"2019-05-22T18:32:00","guid":{"rendered":"https:\/\/rixtrema.com\/blog\/?p=5754"},"modified":"2019-11-27T13:43:57","modified_gmt":"2019-11-27T18:43:57","slug":"case-study-how-to-access-past-year-5500-filings-in-larkspur-executive","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/case-study-how-to-access-past-year-5500-filings-in-larkspur-executive\/","title":{"rendered":"Case Study: How to Access Past Year 5500 Filings in Larkspur Executive"},"content":{"rendered":"\n<h4><strong>The Ask:<\/strong><\/h4>\n<p>To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the plan. In other words, you need to check their past year filings and do thorough research on what was done to the plan in the past, to avoid any similar mistakes in the future.<\/p>\n<h4><strong>The Problem:<\/strong><\/h4>\n<p>Most analytical tools provide only the most recent data, which is good, but it might be not enough if you\u2019d want to see the whole picture in the historical prospect. For example, you can miss specific actions that were taken by the previous advisors that might have made sense, such as, switching to another service provider, changing the balance, etc. You should know the history of the plan as well as the current line-up if you want to get better results and be trusted by the plan sponsor.<\/p>\n<h4><strong>The Solution:<\/strong><\/h4>\n<p>Larkspur Executive is not only a plan assessment tool and the largest database of 401(k) and 403(b) plans, it\u2019s also the largest storage of 5500 filings for past years, which you are able to easily access, practically from the front page.<\/p>\n<p>All you need to do is pick the plan you\u2019d like to prospect and click on it:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"991\" height=\"595\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_50_20-Larkspur-Executive-Search-Result7792.png\" alt=\"\" class=\"wp-image-5756\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_50_20-Larkspur-Executive-Search-Result7792.png 991w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_50_20-Larkspur-Executive-Search-Result7792-300x180.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_50_20-Larkspur-Executive-Search-Result7792-768x461.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_50_20-Larkspur-Executive-Search-Result7792-500x300.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_50_20-Larkspur-Executive-Search-Result7792-800x480.png 800w\" sizes=\"auto, (max-width: 991px) 100vw, 991px\" \/><\/figure>\n\n\n\n<p> Within the plan, besides all the other options, you can always access filings for the past years in the corresponding section (in the bottom-left corner): <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"983\" height=\"622\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_55_41-Larkspur-Executive-Reports7793.png\" alt=\"\" class=\"wp-image-5755\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_55_41-Larkspur-Executive-Reports7793.png 983w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_55_41-Larkspur-Executive-Reports7793-300x190.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_55_41-Larkspur-Executive-Reports7793-768x486.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_55_41-Larkspur-Executive-Reports7793-500x316.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/2019-05-23-16_55_41-Larkspur-Executive-Reports7793-800x506.png 800w\" sizes=\"auto, (max-width: 983px) 100vw, 983px\" \/><\/figure>\n\n\n\n<p style=\"text-align: center;\">Learn more about Larkspur Executive:<\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo aligncenter wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Larkspur Executive: Win Over Plan Sponsors Like Never Before!\" src=\"https:\/\/player.vimeo.com\/video\/295027384?h=b121edc9d0&amp;dnt=1&amp;app_id=122963\" width=\"960\" height=\"540\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link has-background has-vivid-red-background-color\" href=\"https:\/\/rixtrema.net\/larkspurexecutive\/requestdemo?source=May24CaseStudy\" target=\"_blank\" rel=\"noreferrer noopener\"> <strong>REQUEST YOUR FREE DEMO<\/strong> <\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Ask: To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the plan. In other words, you need to check their past year filings and do thorough research on what was done&#8230; <\/p>\n<div class=\"clear\"><\/div>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/case-study-how-to-access-past-year-5500-filings-in-larkspur-executive\/\" class=\"excerpt-read-more newsstand-button\">Read More<\/a><\/p>\n","protected":false},"author":11,"featured_media":5760,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[243],"tags":[42,185,278,265],"class_list":["post-5754","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies-larkspur-executive","tag-401k-plan","tag-403b","tag-larxpur-executive","tag-lexe"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/11\/burokrasi-1200x770.jpg","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case Study: How to Access Past Year 5500 Filings in Larkspur Executive<\/title>\n<meta name=\"description\" content=\"To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the plan. In other words, you need to check their past year filings and do thorough research on what was done to the plan in the past, to avoid any similar mistakes in the future.\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/case-study-how-to-access-past-year-5500-filings-in-larkspur-executive\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Study: How to Access Past Year 5500 Filings in Larkspur Executive\" \/>\n<meta property=\"og:description\" content=\"To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the plan. 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