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

Best Practices For Reaching a Busy Plan Sponsor

38% of Plan Sponsors Are Looking For Another Advisor – Best Practices For Reaching a Busy Plan Sponsor   We...

The One Thing You Must Do As a Plan Advisor

If you’re managing one or even several 401(k) plans, it’s important to know what services plan sponsors really want and...

More Lawsuits: Ripple Effects from Tibble v. Edison

Late last summer, the U.S. District Court judge in the landmark 401(k) fee case, Tibble v. Edison, brought 10 years...

“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazine

  John Sullivan of the 401kSpecialist just published an article describing RiXtrema’s recent acquisition of Larkspur Data and what this...

When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”

When it comes to bringing a needed change to a retirement plan, there will usually be a fair amount of...

How Quickly Is Disruption Happening In The 401k Space?

How Quickly Is Disruption Happening In The 401k Space?

Don’t get overly distracted by the fiduciary rule. Daniel Satchkov has some sensible advice, says John Sullivan of 401kSpecialistMag. Watch...

How You Can Solve The Most Difficult DOL Rule Documentation Requirement

How You Can Solve The Most Difficult DOL Rule Documentation Requirement

Today we are going to tackle one of the most difficult data challenges you will encounter in creating a best...

Which FINRA regulations are part of the DOL Rule best interest report requirements?

Which FINRA regulations are part of the DOL Rule best interest report requirements?

Traditionally, courts and the DOL find some key elements to be most important, in regard to facts and circumstances presented...

RiXtrema Launches Fiduciary Checklist

RiXtrema Launches Fiduciary Checklist

Original Article from Javier Simon at PlanAdviser can be read HERE The checklist covers various fiduciary responsibilities including those not associated...

The Department of Labor’s Fiduciary Rule – Three Issues to Consider if you Advise IRAs

The Department of Labor’s Fiduciary Rule – Three Issues to Consider if you Advise IRAs

By Guest Bloggers, Robert L. Sichel and Amanda M. Katlowitz of K&L Gates According to the Investment Company Institute, at the...