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Traditional IRA versus a Roth IRA

Currently, for Americans living on $45,000 or more per year during retirement, 18% of that income is generated from personal savings and investments1.  For millions of Americans, the personal savings...

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Common Fiduciary Challenges – Part 1

Common Fiduciary Challenges – Part 1 In my capacity as a professional advisor who consults regularly with plan sponsors, there are some common challenges with plan administration that I frequently...

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Retirement Plan Fiduciary Monitoring Checklist/Questionnaire

This quiz will help you determine whether or not you are on the right track as a retirement plan fiduciary.  It is not meant to be an all-inclusive, exhaustive review of every aspect of a sound...

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Common Fiduciary Challenges – Part 2

This article is the second in our Common Fiduciary Challenges series.  As a financial advisor who consults regularly with pension clients working with my firm’s retirement plan unit, there are some...

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Does Your Employee’s Financial Health Impact Your Bottom-line?

Due in part to the housing crisis, high unemployment and the general economic downturn, many American workers are under a considerable amount of financial stress.  The question for the small business...

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The Fee War: The Impact of Fees on a Participant’s Future Benefits

Chris Carosa, of the Fiduciary News Blog, recently wrote about an ongoing industry conversation that he refers to as a “401(k) Fee War.” In this article, Chris references the significant attention...

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401(k) Investment Options: What is The Right Number?

Over the last few weeks, I have had the opportunity to review two different 401(k) retirement plans; each one having over seventy available investment options.  Participants had to develop their own...

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The Real Deal: Do You Know the True Cost of Your Group Variable Annuity?

I recently had the opportunity to provide a review to a prospective qualified retirement plan client. The plan assets were between 3 and 5 million and the underlying investments were separate accounts...

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Piccirillo a Panelist at the 2010 CFDD Conference

R. Dean Piccirillo, financial advisor and principal with HBK Sorce Financial, LLC, is participating as a panelist for The Center for Due Diligence (CFDD) 2010 Advisor Conference held October 6-8, 2010...

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Retirement Plan Fee Disclosure: Changing The Game For Plan Sponsors – What...

As many retirement plan sponsors are now aware, the Department of Labor’s three-pronged approach to fee disclosure for 401(k)s  and other qualified plans, has brought about a series of changes that...

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