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

5 Articles for the Financial Advisor Weekend Reading List: December 15-16, 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Post DOL Fiduciary Rule Regulatory Challenges – The DOL...

4 Reasons for Financial Advisors to Implement a Newsletter Email Campaign

A recent article listed the biggest reasons that advisors cite for why they have implemented newsletter marketing campaigns via email.  Lets...

Great Variety of Investment Options that 403(b) Plans Bring to the Table

Based on the Investment Company Institute and BrightScope data, an average large 403(b) plan provided 27 core options. It’s implied...

Important Lessons on 401k Contributions

In a recent video from 401kTV, we heard from Colleen Anderson, an Analyst on the Chick-Fil-A, Inc. Retirements Benefit Team....

What are the Best Ways to Avoid a 401K Fiduciary Lawsuit?

There are general guidelines provided by ERISA to follow by plan fiduciaries to avoid any unpleasant surprises in their practice...

New 401k Regulation to Give Participants Estimated Monthly Retirement Income on Account Statements

As reviewed by a recent article from InvestmentNews, there is even more regulation in the works for the retirement industry....

15 Useful Weekly Stats for Financial Advisors: Week of December 10, 2018

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

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...

5 Articles for the Financial Advisor Weekend Reading List: December 8-9, 2018

Here are five suggested articles for financial advisors to read this weekend: 1. The Latest In Financial Advisor #FinTech (December 2018) – Welcome...

Here is How 401K Advisors will Benefit from Newly Proposed DOL Rules

Advisors could benefit from the proposed MEP regulations by being able to aggregate new and existing clients in the same...