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ORRGROUP Names Richard Westhelle Executive Paraplanner - 5/27/2008 May 22, 2008 – ORRGROUP, LLC announced that Richard Westhelle has been named Paraplanner. Mr. Westhelle is charged with enlisting clients to take part in a cash management and financial education system that ORRGROUP has instituted, as well as assist  Located at: http://www.orlandosentinel.com/entertainment/orl-08may01,0,6383401.story
Article title: "Hidden fees carve into 401(k) savings" - 5/1/2008 Located at: http://www.orlandosentinel.com/business/custom/consumer/orl-401kfees0108may01,0,3784044.story
Lawsuit argues $9.5 billion plan used overpriced funds with underwhelming returns at employees’ expense. - 4/28/2008 Article published in Financial Week and located at: http://www.financialweek.com/apps/pbcs.dll/article?AID=/20080428/REG/156632963/-1/FWIssueAlert01&template=printart
Great NYT Article on picking a financial planner - 4/26/2008 Located: http://www.nytimes.com/2008/04/26/business/yourmoney/26shortcuts.html?_r=2&adxnnl=1&oref=login&ref=yourmoney&adxnnlx=1209945805-mutH9tNNoE66fZftevuBbw
United States Congressinal Committee on Education and Labor Passes 401k Bill - 4/16/2008 On Wednesday, April 16, the House Education and Labor Committee passed the 401(k) Fair Disclosure for Retirement Security Act (H.R. 3185), legislation to ensure that American workers have clear and complete information about fees that could be cutting dee
Standard & Poor's SPIVA results - 1/19/2007 Passive indexes continue to outperform the majority of active managers over time.
OCBA Publishes ORRGROUP Article - 1/2/2007 The Orange County Bar Association's monthly magazine, The Briefs, publishes "The Case for Financial Planning'', by Andrew C. Orr, CFP, CLU, ChFC, AIF, President of ORRGROUP Financial Planning, Education, and Advice.
A Wave of Lawsuits Against Lax 401k Sponsors - 10/13/2006 This is a great article about the importance of the fiduciary responsibility of retirement plan trustees or, better yet, the risk of not taking this responsibility seriously. Written by Scott Burns, a financial writer located at www.scottburns.com
S&P500 beats Active managers in 3Q 2006 - 10/13/2006 The Index versus Active debate rages on!
It's Financial Planning Week Once Again! - 10/3/2006 FPA(Financial Planning Association) is excited to celebrate its fifth annual Financial Planning Week™, October 2-8! Financial Planning Week brings together those who need, support and deliver financial planning. During this special week, FPA strives to in
Andrew Orr earns AIF (Accredited Investment Fiduciary) professional designation - 10/1/2006 We are pleased to announce that Andrew has just earned his Accredited Investment Fiduciary (AIF) professional designation. The AIF is a designation that is awarded by the Center for Fiduciary Studies in Pittsburg, PA (www.fi360.com) a...
The Pension Protection Act of 2006 - 9/23/2006 In August, President Bush signed the landmark Pension Protection Act of 2006 into law. The Act, a response by Congress to a rash of major corporate bankruptcies and a negative national savings rate, seeks to protect and promote retirement savings in a num
Welcome tax development for 529 plans - 9/14/2006 The Pension Protection Act of 2006, which was signed into law by President Bush last month, made permanent the federal tax-free treatment of qualified 529 plan withdrawals. With uncertainty over the federal tax treatment of 529 plans removed, these plans
AFFORDABLE, FEE-ONLY FINANCIAL PLANNING FIRM OPENS - 6/6/2006 ORLANDO, FL—Andrew C. Orr, CFP®, CLU, ChFC, AIF®, a fee-only financial planner, has opened an independent practice at 3117 Edgewater Drive, Orlando 32804. |
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