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CITs in 403(b)s

CITs in 403(b)s Saga Adds More Twists and Turns

SEC Chair Gary Gensler to Step Down in 2025

corporate roundup

Corporate Roundup: Fiserv and ADP Partnership, NAGDCA Offers Governmental DC Plans Guide

streaming services

Americans Spend More on Streaming Services Than Retirement

Derek Fiorenza

2 posts

Derek Fiorenza is COO and CCO with Summit Group Retirement Planners, Inc. Summit Group Retirement Planners, Inc. specializes on collaborating with employers on the design, installation, and ongoing servicing needs of their retirement programs. For further information, please contact a Summit Group Retirement Planners representative at 267-433-1050 or dfiorenza@sgretirementplanners.com.

401k, beneficiaries, retirement, probate

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2 minute read

Probate, Shmobate: Importance of Keeping 401k Beneficiary Info Up-to-Date

As a retirement plan specialist who meets with employers on a routine basis, we discuss fiduciary responsibility, investment…

byDerek Fiorenza

December 4, 2018

401k, savings, retirement,

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4 minute read

Rebuttal: 6 Reasons the 401(k) is NOT a ‘Scam’

A recent argument claims the popular and effective 401(k) retirement savings vehicle is a scam, a view championed…

byDerek Fiorenza

August 7, 2017