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

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...

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...

More Lawsuits: Ripple Effects from Tibble v. Edison

Late last summer, the U.S. District Court judge in the landmark 401(k) fee case, Tibble v. Edison, brought 10 years...

“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazine

John Sullivan of the 401kSpecialist just published an article describing RiXtrema’s recent acquisition of Larkspur Data and what this means...

Larkspur-RiXtrema President Daniel Satchkov on How Quickly Is Disruption Happening In The 401k Space?

Don’t get overly distracted by the fiduciary rule. Daniel Satchkov has some sensible advice, says John Sullivan of 401kSpecialistMag at...