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

Why 401k Participant Education is Vital for Plan Sponsors

A Plan Sponsor has many responsibilities. A good advisor can assist by helping the plan to reduce fees and meet...

403(b) Plan Fiduciaries Take The Baton from 401K Litigation

The Story that Never Gets Old 401(k) litigation has been on going for nearly ten years and now lawyers began to...

13 Questions Retirement Plan Advisors Should Ask Plan Sponsors

Retirement Plan Advisors usually have their own personal methods and strategies in their business practice when approaching retirement plans. Advisors...

Quick Guide: Asking Plan Sponsors the Right Questions

One of the first things to keep in mind (as they say in the legal profession) is that often the...

The Sooner You Know About SEC’s Newly Proposed Rule the Better

With the DOL’s Fiduciary Rule seemingly gone, what’s next on the block for fiduciary regulation? The Security and Exchange commission...

How Much Do You Really Know About Avoiding Fiduciary Liability?

If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can be...

3 Must Have Tools To Grow Your 401K Business

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

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...

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...