Daniel Satchkov

2 posts

Daniel Satchkov, CFA is president of RiXtrema, a research and fiduciary software company, authors of the IRAFiduciaryOptimizer – the DOL Fiduciary Rule compliance portal.

3 minute read

401(k) Regulations
Your 401(k) News

Fiduciary Groundhog Day: What Just Happened?

For 401k advisors, it’s the repetitive fiduciary frustration of Groundhog Day; except the part of Phil the weatherman…

byDaniel Satchkov

August 11, 2017

401k rollovers, department of labor, regulation

3 minute read

401(k) Fiduciary
Your 401(k) News

How to Document ‘Best interest’ in 401k Rollovers

Effective June 9, 2017, financial advisors who provide investment advice to retirement plan participants must adhere to the…

byDaniel Satchkov

June 5, 2017

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Daniel Satchkov

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