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Schedule a Call
  • Home
  • About Us
    • Our Leadership Team
    • Our Streamlined Process
    • Our RIA-Broker/Dealer
    • Commonwealth Retirement Team
    • DiMatteo Family Charitable Foundation
  • Target Retirement Solutions
    • For Employers
    • For Employees
  • Resources
    • Videos
    • Market News
    • Workplace Retirement Plan Guidance
    • Financial Calculators
    • Testimonials
  • State-Mandated Plans

Financial Guidance

Home » Financial Guidance
  • Fiduciary financial advisor presenting a company 401(k) plan review to business owners at a whiteboard
    November 3, 2026

    What Does a Fiduciary Financial Advisor Do for Your Company 401(k) in Redington Shores, FL?

    Offering a 401(k) is one of the best ways to attract and keep good employees, but sponsoring a plan also comes with responsibilities that many business owners do not expect. [...]

  • Comparison of pooled employer plan providers evaluating fees and support.
    October 29, 2026

    How to Compare Pooled Employer Plan Providers on Fees and Support This October

    October is a practical time to compare retirement plan proposals before next year's benefits decisions. For employers reviewing pooled employer plan providers, price matters, but so do service responsibilities and [...]

  • Senior couple consulting a retirement financial planner in an office setting.
    October 26, 2026

    Give Your October Benefits Review a Clearer Direction With a Retirement Financial Planner

    October benefit choices can shape retirement savings. A retirement financial planner can help connect workplace choices with your income needs, savings habits, and future goals. Target Retirement Solutions serves individuals [...]

  • Employers reviewing a pooled employer plan 401k for year-end.
    October 22, 2026

    What Employers Should Review in a Pooled Employer Plan 401k This October Before Year-End

    October gives employers time to review retirement-plan operations before year-end. If your business participates in a pooled employer plan 401k, look beyond investment returns. Contributions, provider responsibilities, employee access, and [...]

  • Fiduciary retirement advisor near me discussing client plans in Redington Shores, FL.
    October 19, 2026

    How to Choose a Fiduciary Retirement Advisor for a More Productive Year-End Review

    Year-end is a useful opportunity to examine retirement goals, account contributions, and decisions. If you're searching for a "fiduciary retirement advisor near me," look beyond location and ask how an [...]

  • Feather Sound business meeting discussing 401k Pooled Employer Plan benefits
    September 30, 2026

    Feather Sound Businesses Gain a Competitive Edge With 401(k) Pooled Employer Plans

    For businesses in Feather Sound evaluating retirement plan options, a 401k Pooled Employer Plan Feather Sound can provide an alternative to maintaining a traditional single-employer 401(k) plan. Target Retirement Solutions [...]

  • Business professional reviewing retirement plan documents and benefits options for a 401k Pooled Employer Plan in Bloomingdale, FL.
    September 28, 2026

    Pooled Employer Plans Give Bloomingdale Businesses a Smarter Path to Employee Benefits

    Employee benefits can become more complicated as a company changes. Adding employees, adjusting contributions, updating payroll processes, and answering retirement questions may create responsibilities that weren't significant when the business [...]

  • Businesses exploring 401k Pooled Employer Plan options in Belleair Bluffs, FL
    September 25, 2026

    Discover What a 401(k) Pooled Employer Plan Offers Belleair Bluffs Businesses

    Choosing a retirement plan isn't simply a matter of deciding whether to offer a 401(k). Employers also need to consider who will handle administration, how employees will receive support, what [...]

  • Belleair Beach FL Business Discussing 401k Pooled Employer Plan Benefits
    September 23, 2026

    How Pooled Employer Plans Help Belleair Beach Businesses Cut Costs and Grow

    Offering a workplace retirement plan can be valuable for employees, but administering a standalone 401(k) also requires time, resources, and ongoing attention to regulatory responsibilities. For smaller and growing businesses, [...]

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  • 17715 Gulf Blvd, Unit 601, Redington Shores, FL 33708
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We welcome your feedback. If you experience any accessibility barriers or have suggestions for improvement, please contact us: 203-924-5420 email: info@dimatteofinancial.com. We are committed to reviewing all inquiries and aim to respond within 3–5 business days. If you require assistance accessing any part of this website, we are happy to provide support through alternative channels upon request. Last updated: November 21, 2025
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