Posts by Daniel Satchkov

Main Reason Why Millennials Are Not Investing in Retirement Enough

It seems a recurring theme in the 401k industry is the problem of younger generations not investing as much as...

How can Larkspur-Rixtrema’s Plan Monitor help plan advisors become better fiduciaries?

Plan Monitor, which is part of the 401k Fiduciary Optimizer, would provide the advisor with the dashboard to keep track...

15 Weekly Stats: Week of October 15, 2018

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

5 Articles for your weekend reading list: October 13-14, 2018

Here are five suggested articles to read this weekend: 1.  Multiple Employer Plan Pros and Cons: The Talk of the Town –...

ERISA fiduciary insurance and the importance of protecting fiduciaries from liability

ERISA (Employee Retirement Income Security Act of 1974) was designed as a set of federal laws to protect employees of...

8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients

In the digital age personal and business websites have become as common as having printed business cards. This further poses...

How Can Open MEPs Help Plan Advisors to Grow Their Business?

President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before...

How to facilitate a conversation about risk & obtain better portfolio outcomes for your clients

At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a...

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...

15 Weekly Stats: Week of October 8, 2018

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