Browsing Tag
Rixtrema
5 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 401(k) Plan Advisor
If you’re managing one or many 401(k) plans, it’s important to know what services plan sponsors really want…
Merger Helps 401(k) Advisors Pitch ‘Right’ Decision Makers
Larkspur Executive helps advisors access plan decision makers with deep retirement data for stronger proposals and connections.
What An Examination of 52,000 Retirement Plans Found
Retirement plan fee savings analysis shows participants could cut costs by .25% annually without sacrificing performance.