Browsing Tag
Rixtrema
4 posts
RiXtrema Unveils Pair of AI Tools for 401(k) Plan Advisors
AdvisorAI and 401kAI designed to deliver rapid data with summarization and analysis that company claims can eliminate 40% of advisors’ repetitive workflow
Who ‘Owns’ the 401k Participant Relationship? Who Cares?
RiXtrema CEO Yon Perullo has a smart answer to a timely question
The One Thing You Must Do as a 401k Plan Advisor
If you’re managing one or many 401k plans, it’s important to know what services plan sponsors really want…
Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers
Getting past the proverbial gatekeeper to whomever makes the defined contribution decision takes doing—whether it’s the HR head,…