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

5 Articles for your weekend reading list: August 3, 2018

Here are five suggested articles to read this weekend: 1. Cryptocurrency Comes to Retirement Accounts – While debate continues to...

Fiduciary advisers should be weighing the risks and upsides of securities lending

Fidelity Investments is making 401(k) advisers’ lives a little more complicated. The Boston-based behemoth dropped some eye-popping news Wednesday: as of...

Advice for plan sponsors on becoming better fiduciaries

Investment Fiduciaries typically have a close, ongoing relationship with their 401(k) plan. They consult plan participants and employers how to...

How millennials are under-investing in their retirement accounts

Lots of outlets have been reporting on how Millennials are under-investing in their retirement accounts and instead sticking with cash...

Top 5 Larkspur-Rixtrema Blog Posts for July 2018

  Here are the most popular blog posts for the month of July 2018 from the Larkspur-Rixtrema team. Be sure...

Excessive Fees Lawsuits Never Go Away

Not only professionals who work in the financial industry constantly hear about various lawsuits where participant-plaintiffs are suing plan administrators for...

14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing

Portfolio Crash Testing (PCT) is different from all other stress testing systems (including those available to institutions) for numerous reasons....

15 Weekly Stats: Week of July 30, 2018

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

Plan Advisors increasingly pulled into 401(k) plan litigation

Source Advisors are increasingly being pulled into 401(k) plan litigation under novel theories of liability and need to pay extra...

The One Thing You Must Do As a Retirement Plan Advisor

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