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

Here’s What People Are Saying About State Fiduciary Rules

It’s been a while since the battle between federal fiduciary rule advocates and the financial services industry started. The U.S....

Q&A: 403(b) Plans and Puerto Rico

  Q. Our current pre-approved 403(b) plan does not exclude residents of Puerto Rico, but our PPA defined contribution plan...

Your 1 minute case study on 401K Retirement Plans: A huge potential to save

An Exclusive Case Study from Larkspur-Rixtrema Lets examine one of the plans from the 401k FiduciaryOptimizer tool. For example, if...

A List of Issues Found in 403b Plans

SOURCE Compiled from lists published by the IRS, DOL and Auditors, here are 10 items to check and review to...

Free Webinar: Capture More Revenue as RIA by Adding an Insurance Platform

As an RIA, do you handle insurance products, be it life insurance or annuities? Many RIAs do not have the...

How to Enhance Your 401(K) Plan Practice as a Retirement Plan Advisor

There are a few keys to enhance/optimize your 401k practice. Today we will take a look at four components that...

Five New Members Announced to the 2018 ERISA Advisory Council

Source WASHINGTON, DC – Today the U.S. Department of Labor announced the appointments of five new members as well as chair...

15 Traits No Financial Advisor Should be Without

1. Be sure to have a good reputation. Getting a strong referral from a past client can be a sign...

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor: AnnuityOptimizer Demonstrates fees and projected cash...

The Dos and Don’ts of email marketing for financial advisors

Imagine the excitement of starting up your computer and finding 50 emails requesting product information in your inbox! Email marketing...