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The Fee War: The Impact of Fees on a Participant’s Future Benefits Does Your Employee’s Financial Health Impact Your Bottom-line? Common Fiduciary Challenges – Part 2 Retirement Plan Fiduciary Monitoring Checklist/Questionnaire Monthly Market Commentary: August 2009 Common Fiduciary Challenges – Part 1 Monthly Market Commentary: July 2009 Economic & Market Update: July 27, 2009 Traditional IRA versus a Roth IRA Selecting and Monitoring Mutual Funds SEP IRAs Versus SIMPLE IRAs A Retirement Plan Fiduciary’s Responsibilities – Part 2 A Retirement Plan Fiduciary’s Responsibilities – Part 1 Non-qualified Deferred Compensation Plans Selecting a Long-term Care Policy Deducting Your Long-term Care Insurance Premiums Are You a Retirement Plan Fiduciary?

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Important Disclosure

Dean Piccirillo offers insurance products through HBK Sorce Insurance LLC, investment advisory services are offered through HBK Sorce Advisory LLC. Mr. Piccirillo is not able to transact business in a state that he is not licensed or registered. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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