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Research and insight from retirement and risk experts at Larkspur-RiXtrema

Fiduciary Hope: A Look into the Future of the Fiduciary Standard

Phyllis Borzi is the former Assistant Secretary for Employee Benefits Security of the United States Department of Labor. As the...

15 Weekly Stats: Week of September 10, 2018

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

What the Trump Executive Order on Retirement Means for Advisors and Plan Sponsors

President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before...

Learn how to do content marketing the right way as a financial advisor

Our recent marketing articles focused on how to market the content an advisor already has in place but we have...

5 Articles for your weekend reading list: September 8-9, 2018

Here are five suggested articles to read this weekend: 1. What are Unitized Model Portfolios and Why Should 401k Advisors Care? – Unitized...

Advisors concerned about consolidation among record keepers in the 401K business

InvestmentNews recently reported on how the consolidation of record-keepers could be a bad omen for 401(k) plans. Over the years,...

Telling Your Clients Why It Is Never a Good Idea to Withdraw from a 401(k) Plan Early

Financial experts generally advise against borrowing from – and especially withdrawing early – from retirement accounts. And for a good...

How to help plan sponsors avoid litigation and limit potential losses

Every 401k plan sponsor has a fiduciary obligation to plan participants. If employees accuse a plan sponsor/employer of not being...

Video: Deliver Amazing Value Proposition with 5+ million High-net-worth prospects

We have changed the way advisors use risk management and prospect. These processes used to be artificially separated workflows that...

Your 1 minute case study on 401K Retirement Plans: Maximizing Plan Performance

For this week’s Larkspur-RiXtrema case study, we’re going to take a look at the Summary report of a random plan...