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

Load Up Your Retirement Plan Pipeline Today

Building and managing your sales pipeline. One analogy I often use is that a qualified plan database (or any prospecting...

10 Hidden Features of Larkspur-Rixtrema You Need to Know About

1. “Edit Additional Fees”. We can compare fund expenses in the 401kFiduciaryOptimizer, but how can we factor in the rest...

8 Mistakes Advisors Can Make When Approaching a Retirement Plan

  1. Not enough research. Many advisors automatically assume that financial planning expertise will translate into plan success. You need to...

How to Distinguish Yourself from the Competition as a Plan Advisor

Most of the advisors may do very little to distinguish themselves from the competition. By making yourself stand out from...

A Must Have Checklist for Retirement Plan Advisors before an Important Meeting or Call

Not preparing before a meeting or phone call can be a major mistake for Retirement Plan Advisors. Research is a...

Reasons Why Retirement Plan Advisors and Providers Need to Work Together

An article from Investment News discussed the need for Retirement Plan Advisors to change their approach and the way they...

What Retirement Plan Advisors Can Offer to Plan Sponsors

In recent article/vlog on 401ktv a plan sponsor discusses the importance of working with a Retirement Plan Advisor and the benefits that...

Featured Podcast: Larkspur-RiXtrema CEO discusses advisor tools that enable them as fiduciaries and…

  Larkspur-RiXtrema CEO Yon Perullo discusses U.S. advisor tools that enable them as fiduciaries and those that help their businesses. Listen...

Robo-adviser that helps find other robo-advisers?

  A recent Tearsheet article, mentions a new startup whose primary focus will be to help clients find digital investment...

Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)

RiXtrema found that plan sponsors and their advisors can save billions for the participants, Financial Advisor Magazine writes. You can...