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

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 actually...

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...

You Need a Process To Win More Plans

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

The DOL’s Fiduciary Rule: Where Will We Go Now?

Much has been speculated about the Fifth Circuit Court of Appeals ruling last Thursday to vacate the Fiduciary Rule, perhaps...