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

Why Participant Education is Vital for Plan Sponsors

A Plan Sponsor has many responsibilities. A good advisor can assist by helping the plan to reduce fees and meet...

403(b) Plan Fiduciaries Take The Baton from 401(k) Litigation

The Story that Never Gets Old 401(k) litigation has been on going for nearly ten years and now lawyers began to...

How Continuous is Continuous? Reasons Quarterly Review is Not Enough After Tibble vs Edison

As a fiduciary to an ERISA plan a few years ago you could have been forgiven to think that you...

Three Steps to Growing Your Financial Advisory Practice With Portfolio Crash Testing

What is Risk Management? Risk management is top of mind for RIAs and their clients these days. No longer an...

13 Questions Retirement Plan Advisors Should Ask Plan Sponsors

13 Questions Retirement Plan Advisors Should Ask Plan Sponsors

Does your current adviser have any conflicts of interest with the plan investments and/or did they tell you? How educated...

Quick Guide: Asking Plan Sponsors the Right Questions

One of the first things to keep in mind (as they say in the legal profession) is that often the...

The Sooner You Know About SEC’s Newly Proposed Rule the Better

With the DOL’s Fiduciary Rule seemingly gone, what’s next on the block for fiduciary regulation? The Security and Exchange commission...

How Much Do You Really Know About Avoiding Fiduciary Liability?

If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can be...

3 Must Have Tools To Grow Your 401(k) Business

Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by...

How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer

401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of...