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kerri - who has written 2 posts on R. Dean Piccirillo, CFP®, CRPS®, AIFA®.


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Retirement Plan Fee Disclosure: Changing The Game For Plan Sponsors – What You Need To Know

Posted on 27 April 2012

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 have marked the past several years. The first phase of these fee disclosures required disclosure from a plan sponsor to the regulator through Schedule [...]

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Piccirillo a Panelist at the 2010 CFDD Conference

Posted on 06 October 2010

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 at the Fairmont Chicago-Millennium Park Hotel in Chicago, Illinois.

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Important Disclosure Information

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by HBKS Wealth Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from HBKS Wealth Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. HBKS Wealth Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the HBKS Wealth Advisors' current written disclosure statement discussing our advisory services and fees is available for review upon request.

Dean Piccirillo offers insurance products through HBK Sorce Insurance LLC, investment advisory services are offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. 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 PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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401(k) Asset Management Deferred Compensation Due Diligence ERISA fee disclosure Fiduciary Insurance Investments IRA IRAs Long-term Care Mutual Funds Non-qualified Plans Partipants Pensions Regulation 404(a)(5) Regulation 408(b)(2) Retirement Plans Roth IRA SEP SIMPLE Traditional IRA

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